Financial Guidance
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Leadership Team
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Through our partnership with RFG Advisory, a professionally managed hybrid Registered Investment Advisory (RIA), we’re able to put truly innovative resources to work for you.
Our relationship with RFG gives us access to a wide range of investment options so we can find the exact products and services for your needs. This gives us tremendous flexibility to invest your assets, facilitate transactions, make distributions, provide comprehensive monthly statements, and manage your assets in line with your financial goals.
We’re extremely proud of our relationship with RFG Advisory, which has been widely recognized by the financial services industry for its excellence and forward thinking and the power it gives us to serve you better and help you prepare for a rewarding financial future.
Giving Back
Comprehensive, ongoing, specific-to-our-clients education is the best foundation for making important retirement decisions. We offer retirement planning classes for adults ages 55-75 as a way of supporting our vision of financial freedom in our communities. Each class consists of two 2-hour sessions, and they’re always free.
Contact Us
In our early sessions, we’ll help you understand the financial stage of life you’re in, what to expect now and in the years to come, different paths to reach your goals, likely scenarios and how to prepare for them, and the key decisions we’ll help you make along the way.
For now, let’s get to know each other.