Investment Management Case Study

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Comprehensive financial planning and investment management services after a life transition. 

We’ve engaged with families of all shapes and sizes, and one scenario that’s not uncommon is losing your spouse in later years. Investors who are widowed understand how critical it is to leverage their money to generate and sustain income during retirement. One of the ways we support clients with these needs is to implement a consolidated investment strategy to create a simpler way to view accounts, including easy access to experienced planners and staff members. Through a variety of independent institutional investment managers and other investment strategies and tools, we can create a well-balanced investment strategy. RFC can continually monitor accounts, provide active investment management and notify investors directly when updates or changes are needed.

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