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.
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.
Our financial advisor’s passion is to help people from all walks of life find their vision of true wealth. That means helping you define what true wealth looks like, putting a plan in place to help pursue your vision, and helping you maintain the true wealth that you have achieved.
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
We’re here to help you avoid a retirement crisis by putting your financial plan into concrete terms using our five-step process.
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.
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.
Morally & Socially Responsible Investing examines your investments and determines which companies profit from or support issues that conflict with your beliefs.
In this video, Erin Harlow and Leslie Remy share our new email address, a convenient way to contact us with all your account servicing needs: service@rfcplan.com. Watch the video for more details and how to best contact us.
We will review your current plan and your risk tolerance to learn about you and your goals.
We will make sure your plan aligns with your goals and confirm whether the costs you pay match the value you are receiving.
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.
Tell us a little more about your investment objectives and level of comfort with risk.
Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures.
You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). You may have even gone so far as to take a sneak peek at your account statements …
