Our Company

At RFG, we have one objective: to help you achieve your financial goals. And we’re committed to doing everything in our power — dedicating our time, energy, knowledge, and expertise — to creating a workable financial plan designed to accomplish your goals.
We also want to make sure you have a comprehensive understanding of your plan, and the mechanisms and thought processes behind it. Because we believe knowledge and understanding are essential to ensuring you make the most informed decisions about your money and your future.
We go beyond just creating a plan, though. Our goal is to be your financial partner. To be the folks you turn to when life changes, goals change, or if you just want someone to talk to. In other words, you can count on us to be with you every step of the way.

An award-winning RIA

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

* As of June 30, 2021.

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