Organize.
Simplify.
Plan.

Our mission as financial advisors, in Ann Arbor Michigan, 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.

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.

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

6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

Market Commentary: The Case Against a Stock Market Bubble

“Please, God, just one more bubble.” — Popular Silicon Valley bumper sticker after the tech bubble burst   With stocks near all-time highs, many believe they must be in a bubble. Take note, many of these bubble callers are the same bears that fought this bull market all the way up. Now they …

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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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