Client Experience Dashboard
Get familiar with our RFC client website and how it can help make your finances simpler!
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.
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: 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.
