Who We Serve

RFG Wealth Advisory serves business owners, retirees or nearing retirement, wealth builders, plus successful individuals and families.

Wealth Builders

Your life is full of wonderful and meaningful opportunities.  Profession, family, perhaps children.  With all of this comes the tendency to procrastinate about planning for your financial future.  Now is the perfect time to take your next step.  Use this stage of life to super-charge the retirement planning, educational funding, and overall financial health for you and your family.  RFG Wealth and a Financial Blueprint will give you guidelines and strategies to get where you want with confidence and focus.

Opportunities for many Wealth Builders

  • Design Financial Blueprint
  • Create Significant Systematic Savings
  • Complete Educational Planning
  • Implement Estate Planning
  • Establish Retirement Goals

Business Owners

Success is essential to you.  You give so much of yourself to make your business thrive.  Now is the perfect time to plan for the future.  Owning and building a successful business is complicated, and can take decades.  So don’t wait to sell your business to reap the rewards of all your hard work.  Take this time to create a Financial Blueprint so the plan is clear for your next steps for a successful financial future.

Opportunities for many Business Owners:

  • Design a Financial Blueprint
  • Implement a “Pay yourself First” Plan
  • Review Company Retirement Plan
  • Provide Asset Management

Nearing Retirement

Retirement is a huge life change.  Going from working most of the time to enjoying the freedom of retirement is exciting.  Knowing you have the resources and the plan in place to make this transition with confidence is essential.  Let the RFG Wealth team guide you through this experience, assuring that you have everything prepared for your next stage of life.

Opportunities when Nearing Retirement:

  • Create Detailed Retirement Income Plan
  • Review Estate Planning
  • Provide Asset Management
  • Design Full Financial Blueprint

Retirees

Why live life feeling unsure about your resources and the ability to do the things you love?  It’s just not right, and no one should have to fear running out of money.  At RFG Wealth, we use our comprehensive Financial Blueprint to confirm your options and maximize that sustainable spending plan so you can live the life you love.

Opportunities for many Retirees:

  • Create Charitable Giving Plans
  • Legacy Planning for Future Generations
  • Provide Asset Management
  • Design Full Financial Blueprint
  • Establish Detailed Retirement Income Plan
  • Education Planning for Grandchildren

Successful Individuals & Families

Because you’ve already accumulated significant assets, your needs may be different than other investors.  At RFG Wealth, we understand those key differences and use our experience with other successful clients to provide services designed just for you.

Wealth accumulation brings additional challenges.  Our RFG Financial Blueprint is a flexible tool we use to create advanced  financial plans that are clear and understandable.  Using this particular financial tool will give you a focused picture of exactly where you are today and help you implement the more detailed plans required by large estates.

Opportunities for Affluent Individuals & Families

  • Create Charitable Giving Plans
  • Legacy Planning for Future Generations
  • Provide Asset Management
  • Design Full Financial Blueprint

“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.