Individuals
Responsive Portfolio Management (RPM)
This program is geared towards the management of the investment portfolio. It typically does not include extensive planning services but uses various tax and planning tools as required to make sure that we address your investment needs in the most efficient and effective way possible. It offers a competitive fee structure, and the personalized service RFG is noted for; planning, tax and investment resources are made available for client use and advisor monitoring.
Responsive Wealth Management (RWM)
This program is geared towards clients with an investable net worth in excess of $3 Million. These clients understand that as their net worth increases, their financial decision making becomes more complex and even more critical to their continued success. In addition to RPM services; by offering an approach to their finances fully integrated with tax, business or career, risk mitigation, family dynamics, gift and estate planning considerations and with additional degrees of portfolio customization; RFG provides superior, leading edge advice and service for these clients.
Small Businesses
Retirement Asset Management (RAM)
RFG understands the struggles and time constraints with running a small business. It understands the complexities and frustrations of the non-business purpose aspects of sponsoring a Retirement plan for employees. To ease the aggravation, the evolutionary RAM 3/38 retirement plan services program allows clients to enlist RFG to assist in the implementation and operation of a small businesses’ Retirement plan, removing from the plan sponsors the most time consuming activities for themselves and their employees (time being among the more costly elements of running a plan).
