Organize.
Simplify.
Plan.

Our mission is to inspire our clients to lead more balanced, organized and simplified financial lives so they can focus time on those things in life that cannot be delegated.

Why RFC Financial Planners?

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Services

What We Do

Our financial advisor’s passion is to help people from all walks of life find their vision of true wealth. That means helping you define what true wealth looks like, putting a plan in place to help pursue your vision, and helping you maintain the true wealth that you have achieved.

Financial Planning

Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

Investment Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

Retirement Planning

We’re here to help you avoid a retirement crisis by putting your financial plan into concrete terms using our five-step process.

Workplace Planning

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.

Estate Planning

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Values Based Investing

Morally & Socially Responsible Investing examines your investments and determines which companies profit from or support issues that conflict with your beliefs.

Get a Second Opinion

RFC Financial Planners offers a complimentary and no obligation second opinion service. We will help answer all your questions so you’re confident with your financial plan in today’s ever-changing world.

 

Kick Off Discussion

We will review your current plan and your risk tolerance to learn about you and your goals.

Financial and Performance Review

We will make sure your plan aligns with your goals and confirm whether the costs you pay match the value you are receiving.

Second Opinion Delivery

If improvements need to be made to your current plan, we will share those with you. If your plan is aligning with your goals, we will let you know and hope our second opinion gives you comfort in your financial plan.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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Stay Up to Date with our Latest Blogs

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
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Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.
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