Broker Check

Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Services

Complementary One-Hour Consultation

Regular Meetings With Your Advisor

Community-Based Seminars

Free Special Report on Our Website

Weekly Educational Radio and Television

Actively Managing Client Portfolios


Investments

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Government Securities

Insurance Products

Fixed Rate Annuities

Multi-Year Guaranteed Annuity

Indexed Annuities

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

support@rfmoney.com | 478-922-8100