This is where your personal game plan starts. We’ll work together to identify your needs, wants, dreams, and concerns too. I’ll analyze items like your financial statements, tax returns, cash flow and budget. From there we will create a plan of action that I will coach you through.
We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.
Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RFG’s state-of-the art portfolio stress testing and risk assessment tools we ensure that your questions are answered, and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.
Visit BluemonteSimilar to how sports teammates need to know what play has been called, all members of your team need to know your plan too. I will work with the applicable members of your team – the CPAs, Attorneys, Lenders – to make sure we’re working together on your behalf.
Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.
See First Hand Our Client Portal ExperienceKnowledge truly is power. I consider the teaching aspect of my job the most important – whether that’s in a private client meeting or a larger educational event. My larger events have included discussions on current market observations, investing in your values, and general wealth concepts. I’m especially passionate about educating women about money – without all the jargon so that they can focus on living Financially Fearless. See the latest initiatives here.
Recognizing that men and women think and talk about money differently, we created an educational website designed for women to learn how to live financially fearless.
Visit StrongHER MoneyMany people are confused about how their life insurance policy works and are unsure how to find out more, knowing it can be difficult to get objective advice from agents that work on commission. Many policies have not performed as expected leaving the policy owner unsure how to get more information. We bring clients through a process that reveals how their policy works, so that they know how to best manage it going forward.
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
(205) 427-7975 beson@rfgadvisory.com
(601) 606-8628 wmerritt@rfgadvisory.com
Past generations had a different sense of financial security, largely having worked for large companies where there was a shared sense of loyalty between employer and employee, and as such those workers could retire knowing that their employer provided them a pension that they could expect to receive for their lifetime. Today we live in a world where people are solely responsible for preparing for their own financial future and are thus faced with the decisions of how much to save, how to invest, and how to thrive on what they’ve saved without the risk of running out of money.
Brock chose to become a financial advisor because he understood how confusing and difficult it was for the average person to be armed with the information to be able to handle those decisions well. Brock will walk you through how to get these bigger questions answered and be with you every step of the journey.
Brock graduated Samford University in 2003, where he met his wife Kristen. They live with their three children in Cahaba Heights. Brock enjoys mountain biking, playing and coaching soccer, and the study of history in his spare time.
Wade is originally from Hattiesburg, Mississippi, but is happy to call Birmingham home. He has been in this industry for eight years, having spent most of that time helping agents be successful. After much consideration, he decided that he was being called to help individuals navigate through life’s financial hurdles while building lasting relationships with his own clients. The thing Wade has enjoyed most since making that change has been to see firsthand the impact that sound financial planning can make in someone's life. Wade and his wife Ashley are blessed to be members of Mountain Brook Community Church. Along with being involved there, he enjoys golf, tennis, fishing, and hunting.
Patti brings her passion for outstanding service to Lemzar. She works closely with the Lemzar advisors and consistently supports their administrative needs. She also provides comprehensive account support services, including client communication, account processing, and account distributions.
Before joining Lemzar, Patti worked in the Finance Industry for two years and before that as an educator for six years in the local Birmingham area. Prior to raising a family, Patti co-founded DSI Communications in Atlanta and worked as a relationship and account manager for MCI WorldCom and LDDS Communications. She began her professional career in banking and finance.
Patti graduated from the University of Mississippi in 1990 with a B.S. in Marketing. She enjoys spending time with her husband and three kids, reading, perfecting her “green thumb”, traveling, college sports, live music, and spending time with friends. She has two loving dogs and has been very active in their local church on the flower and altar guilds.
As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients. For more information about RFG Advisory’s awards and criteria, please visit https://rfgadvisory.com/awards-criteria.
To learn more about Brock and Wade, their financial services, or to get started now developing a financial plan for your future, you may call Brock at 204.427.7975, email him at beson@rfgadvisory.com or call Wade at 601.606.8628, email him at wmerritt@rfgadvisory.com or send them a message below.
