RFG Wealth Advisory
We bring this together with a communication plan designed to keep you in the know! Regularly scheduled meetings, monthly performance reports and access to your RFG CONNECT portal, all delivering up-to-date performance, accountability, and overviews. Plus you can see your retirement snapshot which includes powerful what-if scenarios.
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We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Investment Management
- Probability of Retirement Success
- Financial Blueprint
- Goal Tracking Technology
- Free Assessment
Sentiment Analysis
The entire team at RFG are knowledgeable, professional, friendly and do not make you feel pressured into making any decisions.
RFG Wealth Advisory is a wonderful place for financial advice, planning and monitoring.
We were just a few years before retirement, and we wanted to be sure that it was possible to leave our jobs and still afford the lifestyle we were enjoying while under employment.
Even with the changing economy, Chris and his team have managed to keep our assets going in the right direction.
Over the years, they have continually shown us to be exactly what we needed and wanted when selecting who to best protect and grow our assets: trustworthy, knowledgeable, professional, informative, responsive, goal-oriented, etc.
Through the years, he and his group have been instrumental in helping us craft our retirement plans and guiding us along the way.
They consistently demonstrate their expertise while making your feel you are an important member of the team.
We moved to Texas from the East Coast and it became quickly apparent that not having our portfolio and wills and trusts registered in Texas in compliance with local rules and regulations could create future issues.
RFG Financial started advising me on my financial future since 2013 and since then we feel better about our upcoming retirement.
I appreciate working with RFG as they help us stay current and organized with our planning from year to year and throughout the year as they stay ahead of they dynamics within the markets.
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