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.
Many of us would like advice on how we are doing and what we should be doing differently across all of our financial life.
Many investors who are looking ahead to retirement wonder whether they’re saving enough to stay ahead of inflation and provide income throughout retirement.
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.
A couple who had two young elementary aged children and hadn’t saved anything for their college yet, came to us for help.
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.