Paying for Health Care in Retirement
By Ryan Yamada, Senior Wealth Planner When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies.
Organize.
Simplify.
Plan.
Our mission is to inspire our clients to lead more balanced, organized and simplified financial lives so they can focus time on those things in life that cannot be delegated.
How Can We Help?
At RFC Financial Planners, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.
Why RFC Financial Planners?
Services
What We Do
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Workplace Planning
Our team will manage your specific workplace retirement and benefit programs to assure that all of your investments are in alignment with your overall long-term financial goals.
Estate Planning
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Values Based Investing
Morally & Socially Responsible Investing examines your investments and determines which companies profit from or support issues that conflict with your beliefs.
Get a Second Opinion
RFC Financial Planners complimentary and no obligation Second Opinion service. We will help answer all of your questions so you’re confident with your financial plan in today’s ever-changing world.
Kick Off Discussion
We will review your current plan and your risk tolerance to learn about you and your goals.
Financial and Performance Review
We will make sure everything aligns with your goals and help confirm whether the costs you’re paying match with the value you are receiving.
Second Opinion Delivery
If improvements need to be made to your current plan, we will share those with you. If your plan is aligning with your goals, we will let you know and hope our second opinion gives you comfort in your financial plan.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
Stay Up to Date with our Latest Blogs
Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill
By Jamie Hopkins, Managing Director, Wealth Services Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report. Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …
Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?
By Scott Kubie, Senior Investment Strategist The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.
RFC Videos
RFC Video: 401k – Let us do the work for you
Posted on April 13, 2022
Professionally managed 401(k) accounts produce 3% higher returns, on the average, according to a 2014 study. Don’t fend for yourself in a world of stocks, bonds, mutual funds and ETF’s – turn to your trusted advisor for guidance.
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3 Methods to Not Run Out of Money
What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
4 Mistakes People Make With Their First Million
Identify the next set of challenges you may face and avoid these common mistakes.
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