Building Your Financial Foundation
We believe that our clients should have control over their investments, which is why we focus on building a strong foundation to help you get from where you are today to where you want to be tomorrow.
We specialize in helping individuals and families prepare for and live in retirement. We do this by looking at your entire financial picture and providing you with a detailed plan that has everything you need to succeed. We believe that an educated investor is an empowered investor.
For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources:
Cash Balance Plans are a type of qualified retirement plan that can allow business owners and highly compensated employees (HCEs) to accelerate savings and maximize tax deductions.
RFG Advisory, through our affiliation with FeeX, is able to manage our clients’ 401(k)s, 403(b)s, HSAs, and even annuities—wherever they are held.
Long-term care and whole Life Insurance coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.
When to Self-Insure
Keeping Good Records is Good Business
Questions to Ask About Medicare
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."