Personal Financial Planning

Maximizing your wealth and financial well-being.

RFG’s financial planning group focuses our extensive experience and expertise on a proactive approach to long-term strategies for wealth acquisition and asset protection for high-wealth individuals and families.

Our primary objective is to maximize your financial well-being via and our unique, highly collaborative DERIV financial planning process. DERIV enables us to tailor our expertise to fit your unique situation and develop solid strategies to help you achieve your goals..

  • Active Portfolio Analysis
  • Asset Allocation
  • Charitable Giving
  • Estate, Trust, and Gift Taxes
  • Financial Planning
  • Income Tax Planning
  • Investment Planning
  • Mortgages
  • Retirement Planning
  • Risk Management

Contact us to get started >