Financial Planning & Money Management

For Successful People

Financial Planning & Money Management

For Successful People

Financial Advisor Argyle, TX - get organized

Get Organized

Fee Transparency

Experience Objectivity

Track Financial Progress

GET ORGANIZED

FEE TRANSPARENCY

EXPERIENCE OBJECTIVITY

TRACK FINANCIAL PROGRESS

It shouldn’t be so hard to stay on track towards financial success.

This leads to anxiety and stress.

WHO NEEDS THAT?!

At RFG you can

Get Organized

Build a Financial Blueprint to help you build YOUR better financial future

Know Fee Transparency

  • Clear fee schedule with no surprises
  • Low cost investment strategies

Experience Objectivity

As a Fiduciary we are legally bound to put your interest above our own

Track Financial Progress

Track your progress by using our financial planning tools powered by ORION

We understand you are busy and may not be making significant progress toward your financial goals.

  • Maybe you’re not feeling “the love” from your current financial advisor
  • Perhaps you’ve tried doing this on your own. How’s that working for you?

YOU AND YOUR MONEY DESERVE MORE!

How We Work Together

STEP 1

Schedule a free assessment of your current financial situation

STEP 2

Build a financial Blueprint together

STEP 3

Implement Blueprint plans

STEP 4

Track your progress with our online financial tools

So what is a Financial Blueprint?

Our Financial Blueprint process is unique to RFG Wealth Advisory. It is a robust planning process that provides an in-depth analysis of your current financial picture to identify any weaknesses or areas of opportunity. Together we implement the Blueprint to achieve the financial future you desire.
MEET OUR FOUNDER

Chris Robinson

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.

How we manage your Money.

Charles Schwab & Co., Inc.

RFG Wealth Advisory has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. We believe in low cost index fund portfolios.

So what’s this going to cost me?

  • We use low-cost investment portfolios to keep your expenses low.
  • We have a clear fee-schedule so you’ll know what your costs are.

Communication

We bring this together with a communication plan designed to keep you in the know! Regularly scheduled meetings, monthly performance reports and access to your RFG CONNECT portal, all delivering up-to-date performance, accountability, and overviews. Plus you can see your retirement snapshot which includes powerful what-if scenarios.
BONUS: You can even schedule meetings or send us a message right from your phone.

“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.”

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through RFG Wealth Advisory, a registered Investment advisor and separate entity from LPL Financial.


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.

Copyright © 2021 RFG Wealth Advisory. All Rights Reserved.