Phillip’s Why Story

Meet Phillip Hollander! Phillip has been a member of the RFC team since 2020, now you can take a moment to hear a little about his personal journey, professional philosophy, and desire to make a meaningful impact in the lives of others.

Hear Beth Allen’s Story

After 30 years as a financial planner, Beth Allen sought some advisors who could continue to focus on her clients with the same care she had. Upon retirement, she recommended her clients transition to RFC Financial Planners. Watch her video to learn more.

Back-to-School Budget Buster Tips from a Financial Advisor

As summer draws to a close, the back-to-school season comes knocking on our doors. For parents and students alike, this time of year can often be financially overwhelming. From school supplies to new clothes and technology, the expenses can quickly add up. However, with some smart planning …

Leveraging Donor-Advised Funds: A Powerful Planning Tool for Business Owners Eyeing Business Sale

As business owners, we invest years of dedication, effort, and resources into building successful enterprises. However, the decision to sell a business can often be a complex and emotional one. Apart from financial considerations, owners may also have philanthropic aspirations they want to …

The Importance of Tax Planning: How a Financial Advisor Can Help You Navigate the Complexities

Tax planning is an essential aspect of managing your finances effectively. It involves making strategic decisions throughout the year to optimize your tax liability while staying within the legal framework. Many individuals and businesses overlook the importance of tax planning, resulting i …

Client Testimonial – Rick H

General Motors Voluntary Separation Announcement

RFC Video: Tax Loss Harvesting

RFC Video: Retirement by Design

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.

RFC Video: Transition Announcement

RFC Financial Planners has selected Carson Partners and Cetera® Advisor Networks as our back office support service providers!

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