Case Studies

Our clients come to us with a variety of financial situations and needs. RFC provides an “independent comprehensive financial planning experience” for those clients interested in increasing their financial education and who are capable, intelligent decision makers.

RFC offers a simple, step-by-step process to help coordinate and manage our clients’ financial lives so they can spend more time on those things in life that cannot be delegated.

Independent Planning

Many of us would like advice on how we are doing and what we should be doing differently across all of our financial life.

Keep Reading

Small Business Financial Planning

Life is busy and complex, and we’ve served everyone from those with simple family portfolios to those with multiple businesses.

Keep Reading

Retirement Planning

Many investors who are looking ahead to retirement wonder whether they’re saving enough to stay ahead of inflation and provide income throughout retirement.

Keep Reading

Investment Management

We’ve engaged with families of all shapes and sizes, and one scenario that’s not uncommon is losing your spouse in later years.

Keep Reading

University Fidelity & TIAA CREF Accounts

A University of Michigan employee requested a complimentary initial consultation to evaluate her University of Michigan benefits and retirement 403(b), 401(a), and 457(b) plans.
Keep Reading

Estate Planning

The phrase “estate and legacy planning” often triggers images of the richest in the world passing their wealth while incurring the least amount of taxes possible.
Keep Reading

College Planning

A couple who had two young elementary aged children and hadn’t saved anything for their college yet, came to us for help.
Keep Reading

Socially & Morally Responsible Investing

A couple came to us who were concerned about their investment’s financial return, and about making a positive impact on society through their investment dollars.
Keep Reading

Risk Management

A new client asked why his annual life insurance cost continued to increase over the past few years.
Keep Reading