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