Our Services

Financial Planning - There are no two plans alike…every household functions uniquely; different family dynamics, different behavioral conditioning, different family values and different outlooks.

Investment Implementation – Growing and preserving wealth is a vital part of every successful financial plan. Investments play a very important supporting role and should never be undermined by unnecessary risk.

Portfolio Construction & Management
Periodic Portfolio Rebalancing
Ongoing Portfolio Due Diligence

Goal-Based Planning-See our Financial Planning page

Income/Expense Analysis-See our Financial Planning Page

Legacy Planning-See our Financial Planning page

Retirement Plan Consulting-See our Retirement Plan Consulting Page

Employee Benefit Plan Consulting-See our Employee Benefit Plan Consulting Page

Life Insurance Analysis-See our Risk Management Page

Long-term Care Analysis-See our Risk Management Page

Advisor Coordination-See our Financial Planning Page

Client Communication – Intentional and methodical communication is the secret sauce. Healthy communication is absolutely essential to any successful relationship.

Regular Review Meetings
Monthly Statements
24/7 Access
- Client Account Portal
  - Outside Account Aggregation Tool
- Financial Planning Client Portal
  - Interactive Tools

As a client of RFG Associates, you have access to a cohesive team of financial advisors and client services specialists. You will always work directly with Mark and/or Dan, but the entire staff will help you achieve your investment goals.

We begin by meeting with you to build a comprehensive picture of your financial life—your current state, your goals, and the steps you’ve already taken to protect your assets and keep your family secure. We take your tolerance for risk very seriously, creating a portfolio that matches your comfort level.

Once we understand your future plans and your tolerance for risk, we put our holistic approach to financial planning and investment management to work for you. We draw on decades of expertise to build a set of recommendations that match your goals, whether you plan to build wealth over the long term or begin to use your assets throughout your retirement.

If you are ready to plan the legacy you will leave to your children and grandchildren, we will work with you to help keep these funds secure. RFG Associates can offer insurance, annuities, and other investment tools you need to be sure that your descendants receive the appropriate benefits from your lifetime success.

RFG Associates maintains co-broker relationships with various providers to offer employee benefits consulting to our corporate and institutional clients.

Through these providers, RFG Associates can offer these options:

Health care consulting and other employee benefits
Plan design, funding arrangements, and benefits renewal management

RFG can design 401(k) and deferred compensation plans that you can offer to your employees. We work with you or your representative within your company to review these retirement plans periodically or as the market warrants and to provide investment and consulting services. We also can prepare materials to help you educate your employees about these long-term investment options.

We can work with you to plan an attractive package of executive benefits for recruiting and compensation purposes. Should your company have an accumulated cash reserve, we can provide asset allocation consulting to protect and maintain these important funds.

For non-profit organizations, RFG Associates has considerable experience in investment planning for reserve funds. We can help you manage your reserves based on your investment objectives.