Let’s face it, you are incredibly busy. Financial planning has taken a back seat to your career and family. You are ready to start seriously planning for your financial future.
Thank you for giving us an opportunity to deliver a different kind of wealth management for you.
Not all wealth management firms are the same. If low fees, objective advice, great technology and high communication sound good, then you’re at the right place.
Our firm centers around you. Let’s get started by building a “Financial Blueprint” for you to help get your financial life organized. It will take hard work but let’s do this together!
Our commitment to you, our client, is one of a Fiduciary Standard; we are legally obligated to do what’s in your best interest! What that means is we are objective about the planning and investing we do for you. You have unique circumstances that require attention to detail and our team is ready to guide.
“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”
The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.