Coronavirus. RFG stands ready.

The world is confronting an issue of significant scale and human impact, and our hearts go out to all who have been affected by the outbreak of coronavirus. Our team and advisors are prepared to help you. That’s our job.

Our team, our advisors and our custodial partners TD Ameritrade, Schwab, Fidelity and Pershing all remain open for business to serve you and manage your investment accounts. RFG has business continuity plans in place and we will do everything we can to minimize any service disruption as the situation evolves. We have invested heavily in technology over the past several years to equip both our team and our advisors with a state-of-the-art platform that enables us to work remotely, if need be. All lines of communication remain open, we have video conferencing capabilities in place and our phone systems are set up to connect you with your advisor’s cell phone, if needed. We look forward to being in constant contact. This includes continuing to send you frequent video updates on stock market conditions.

Thank you for trusting us. We appreciate you. As Americans together as a community, we will weather this storm and be stronger as a result.


— Bobby White, Founder + CEO

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CARES Act Summary

Small Business Owners- here is a great summary of the federal programs available to you. Check out your options and take advantage of these programs where you can. If you want to discuss in detail, please contact your Advisor or CPA to prepare for filing. Learn more >

Coronavirus FAQ


Can I meet with my advisor?

Yes! Your advisor is ready to meet with you in real-time via video conference or on the phone. However, based on guidance from the CDC to encourage social distancing, we have closed our offices for client meetings.

Where can I get updates on market volatility?

Check out market update videos from our Chief Investment Officer, Rick Wedell.

How do I learn more about coronavirus?

Please visit https://www.cdc.gov/ for additional information about symptoms, protecting your family and testing.