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Financial Independence Made for You

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.

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Retirement Planning

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources:

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Cash Balance Plans

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. 

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Managing Your 401(k) Assets

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.

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Insurance

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.

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Meet Our Team

Recent Articles

<p>When to Self-Insure</p>

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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<p>Keeping Good Records is Good Business</p>

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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<p>Questions to Ask About Medicare</p>

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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Download "Retire Happy," Our Free Ebook!

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."

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