Broker Check

Your Best Interests Are at the Heart of All We Do 

multiple hands atop each other in the middle of a circle of peopleThe Value of Independent Advice: Working with our fee-based, independent financial firm offers numerous advantages and significant value to investors seeking comprehensive services and experienced guidance. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company, or proprietary product, or sales quota. We have established solid working relationships with several industry-leading brokerage firms and insurance providers whose products we leverage to create personalized client portfolios. We recommend only those products and services best suited to our clients' unique needs. Retirement Fiduciary Group is dedicated to helping our clients grow and preserve their hard-earned assets. 

What can you expect from us?

Unbiased Advice: As a fee-based, independent financial firm, we operate under a fiduciary standard and are legally obligated to act in our clients' best interests. Unlike some advisors who may be motivated by sales quotas or commissions, fee-based advisors provide unbiased advice that aligns with clients’ goals and needs. This ensures that recommendations are tailored to individual interests and not influenced by incentives.

Objectivity and Transparency: Fee-based advisors charge a transparent fee for their services, eliminating conflicts of interest that may arise from commissions. Our clients can have peace of mind knowing that the advice they receive is not driven by hidden fees or third-party influence. This fosters a relationship based on trust and transparency, enabling our clients to make informed decisions about their finances.

Access to Expertise and Resources: RFG’s team of highly qualified professionals has diverse expertise in investment management, tax planning, business planning, and estate planning. This collective knowledge allows our clients to tap into a wide range of resources and experience, gaining access to sophisticated strategies and staying abreast of market trends.

Personalized Attention: We seek to provide concierge-level service, fostering a close, long-term advisor-client relationship. We take the time to understand your unique circumstances, goals, and risk tolerance, then tailor recommendations to your specific needs. This personalized attention ensures that you receive customized solutions and ongoing support throughout your financial journey.