University of Michigan Plan – Let’s Win!

RFC Financial Planners has a winning tradition of working with the faculty and employees of the University of Michigan and the staff of Michigan Medicine in understanding their unique benefits and offerings.

Donor-Advised Funds

Making your charitable contributions with the use of a Donor-Advised Fund (DAF) can be smart tax planning tool to be aware of.

Client Testimonial – Rick H

RFC Videos – Interest Rates

General Motors Voluntary Separation Announcement

Matt’s “Why” Story

Announcing a New Way to Contact Us

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: [email protected]. Watch the video for more details and how to best contact us.

RFC Video: Before Volatility Strikes

RFC Video: Tax Loss Harvesting

RFC Video: 401k – Let us do the work for you

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.

RFC Video: Ron Carson Welcomes RFC Financial Planners

“Welcome to Carson Partners” Ron Carson, CEO and Founder of the Carson Group, announces Mike and Adam as Partners.

Business professional using his tablet to check his financial numbers

401(k) Calculator

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