Work with us today. Be confident about tomorrow.

When you work with us, you’re trusting us to be the stewards of your financial future. You’re also trusting us to provide the comprehensive financial services and personalized communications you need to be confident about tomorrow.
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As an RFG client, you’ll work with talented, experienced people. You’ll get a customized financial plan and wisely-chosen investments. You’ll enjoy the power and convenience of the latest financial technology. And our commitment to open communication and full transparency will keep you informed the way you deserve to be.

1. Financial Life Planning

We’ll work with you to create a comprehensive financial life plan that meets your long-term goals tomorrow but also helps you live your best life today. This plan will be connected to your Fetch Financial Life Hub so you can easily monitor your progress.

2. FETCH Financial Life Hub

You can access all your financial information and data in real-time through our intuitive online portal. You can get statements and customized reports related to your financial plan. You can organize and store important documents such as a Trust or a Durable Power of Attorney. With FETCH, everything you need is in one centralized location that can be accessed any time of day or night.

3. Portfolio Management

Our Advisors have a multitude of options for how they manage your money including our institutional-caliber investment platform, Bluemonte. The key is we pride ourselves on conflict-free advice – no sales quotas or proprietary products.

4. Retirement Plan Services

Your employer-sponsored retirement plan could be where a large portion of your retirement savings is held. It makes sense for you to actively manage those dollars in the same way you do other investment accounts. Fortunately, we can help you make thoughtful decisions about your investment selection in your 401(k), 403(b) or other non-qualified deferred compensation plan.

5. Generational Wealth

It’s never too early to start talking to the next generation about money. We can help you design a strategy not only for building a legacy, but getting your loved ones involved, educated and interested in the family’s finances.

6. Our Partnerships

Unlike Advisors at large brokerage firms, your RFG Advisor has access to a broad range of options from where your assets are held and what banking solutions you need. This flexibility allows them to select the exact products for your needs and goals.

7. Business Consulting

Your RFG Advisor, along with other experienced RFG professionals, can also help your company develop strategies to better manage and protect your business.

8. For Women

At RFG, we believe it’s time for women to learn how to live financially fearless — and we have the education, tools and support to help them do just that.