Putting together your plan.

Financial Planning

We’ll create a comprehensive, tailored and lifelong financial plan to help you manage your financial life today while also working toward a rewarding future. Of course, this plan will change as your life does, but we’ll be there to provide the guidance you need and make adjustments that keep you on track to reach your goals.

Investment Strategies

We’ll build a customized investment portfolio that’s aligned with your goals and objectives. We’ll utilize RFG’s innovative portfolio stress testing and risk assessment tools and meet regularly to review your progress and make any changes needed.

Tax Planning

A smart, strategic approach to taxes is a critical part of any financial plan. We’ll carefully analyze your situation and liabilities and create a tax plan that supports your goals and objectives.

Education Funding

Whether you want to continue your education or make plans to pay for your grandchild, we can help you with smart planning and tax-advantaged savings accounts.

Charitable Giving

You can support the causes you care about with efficient and effective charitable giving strategies.

Estate Planning

We can help you navigate tax issues and plan for the legacy you want to leave your family or other beneficiaries.

Retirement Planning

Retirement planning is always a top priority in our tailored financial plans. That said, we’ll evaluate where you are today and determine what you need to do to work toward the future you want. We can also assist you in making investment choices with your existing retirement plan savings.

Insurance Reviews

We offer you the insurance guidance you need and also assist with finding the right policies for your plan and budget.

We design innovative strategies for a bright financial future.

We consider all aspects of your life when creating a comprehensive financial strategy for you. Our ability to tap into a broad range of services and products allows us to execute your strategy, monitor your progress and help prepare you for a secure, rewarding future.

Learn More About Bluemonte