Strategic Services
When it comes to successful wealth management, it’s all in the details.
Our process is unique and strategic in helping you plan for and achieve your financial goals. To support this, we offer a full spectrum of wealth management services that transform our guidance into impactful, real-life steps toward a confident financial future.
Portfolio Management
Financial Planning
Retirement Planning
Longevity Planning
Tax-Smart Strategies
Estate Planning
Risk Mitigation Strategies
Alternative Investments
Business Continuity and Succession Planning
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing, and reviewing a broadly diversified, customized portfolio. We’ll utilize RFG’s innovative portfolio stress testing and risk assessment tools, meeting with you regularly to review progress and make any necessary changes.
Financial Planning
To support your customized seven-level process, we provide comprehensive financial planning to help you organize your finances, make good choices, and strategically progress through your plan.
Retirement Planning
Regardless of the stage of life you’re in, we can help you pursue independence, freedom, and the things that matter most to you.
Longevity Planning
As we’re living longer, it’s increasingly important not just to plan for retirement, but to plan for longevity in retirement. Our team can help you consider the possibilities and guide you up to and through the retirement you’ve envisioned.
Take-Smart Strategies
Tax considerations are an important part of financial planning. By incorporating tax-smart strategies, we seek to help you make informed decisions that fit within your broader goals.
Estate Planning
Having an estate plan to determine the distribution of your assets can help mitigate potential pitfalls in the future. Our team can assist your attorney and CPA with a personalized plan designed to preserve your assets and help you share your wealth with the people and charities you care about most.
Risk Mitigation Strategies
Every financial plan comes with some level of risk. By exploring risk mitigation strategies, we help you consider ways to balance growth opportunities with your long-term priorities.
Alternative Investments
We offer diversification through investments such as hedge funds, managed futures, funds of funds, private equity, private real estate, and other alternative investment options.*
Of course, alternatives aren’t for everyone, and we’ll carefully consider the options that complement your existing financial objectives before thoughtfully moving forward.
*Alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments. The investment strategies used by certain Funds may require a substantial use of leverage. The investment strategies employed and associated risks are more fully disclosed in each Fund's prospectus, which is available from your financial advisor.
Business Continuity and Succession Planning
Having a plan to protect your business today and down the road is essential. We have experience creating business continuity and succession plans, conducting business value evaluations, and finding the right insurance coverage to protect businesses and owners.