Services


At RFG, there’s not a “cookie cutter” or template approach to how we manage your financial life. So, your plan is your plan—it fits you to a tee. Our long track record of trusted guidance, objective advice and investment management will guide you to pursue your financial goals. Open communication and full transparency are a part of our culture. We are accessible and respond quickly and your best interests are our number one priority. We work incredibly hard to be worthy of the trust you put in us. And we’ll prove it to you over and over again.

WEALTH MANAGEMENT

  • Financial Planning
  • Education Planning
  • Tax Strategies
  • Insurance Planning
  • Estate & Legacy Planning
  • Charitable Giving
  • Trust Services
  • Executive Compensation Planning

Retirement Services

It’s all about a comprehensive plan—prioritizing your goals and developing a strategy to protect and grow your retirement assets. Whether retirement is off on the horizon or you’re already enjoying the time you’ve earned, we’ll help you meet retirement income needs, maintain lifestyle choices and priorities, and ensure that long-term goals and aspirations are well funded.

CORPORATE SERVICES PLANNING

With company owners and executives…optimizing cash flow, facilitating retirement, and succession planning are all critical areas that need to be shored up. Our team is well versed in developing sound strategies with exceptional results.

  • Executive Compensation Solutions
  • Cash Management Services
  • Business Succession Planning
  • Corporate Retirement Plans
  • Employee Benefits Analysis
  • Insurance & Risk Management