Customized to Meet Your Needs.
Get the customized financial planning and investment services you need.
Many financial advisors want to manage your entire financial life. From monthly budgeting to estate planning. But we focus almost exclusively on customized investment strategies designed to help you create and build wealth, and achieve your long-term financial objectives. Of course, we can offer you financial planning and other services. All you have to do is ask. Because, again, with us, everything is customized for your needs.
Investment Strategy & Management
We build an extremely customized investment portfolio that’s aligned with your goals and objectives. We hand-pick the stocks ourselves and always make sure you understand what you own and why you own it. We will also utilize RFG’s innovative portfolio stress testing and risk assessment tools and meet regularly to review your progress and make any changes needed.
Financial Planning
A detailed financial plan gives you a roadmap for achieving your financial goals and gives you confidence about the future. We can also work with you to update and change your plan as your life changes.
Retirement Plan Services
For many people, most of their retirement savings are in an employer-sponsored retirement plan. However, most people don’t realize they can actively manage those assets in the same way they do other investment accounts. We help you make strategic decisions about your investment selection in your 401(k), 403(b), or another non-qualified deferred compensation plan.
FETCH Financial Hub
Also through RFG, the FETCH financial hub gives you on-demand access to all your financial information in one centralized place, including real-time statements and customized reports related to your financial plan. You can also organize and store important financial documents for easy access.
Always in your best interest.
Kevin’s professional mission is quite simple: to help his clients achieve their financial objectives. That said, every decision he makes on their behalf, every stock he recommends and every bit of advice he gives will be with that simple goal in mind: to help his clients. So you can rest assured that when you work with Kevin, everything he does is in your best interest. Not his. Yours.