We continue to hear concerns over a potential recession. And while there have been a few small cracks in the economy of late, we still don’t see any solid signs of a recession happening anytime soon. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist …
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.
How Can We Help?
At RFC Financial Planners, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.
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.
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
We’re here to help you avoid a retirement crisis by putting your financial plan into concrete terms using our five-step process.
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.
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)?
Stay Up to Date with our Latest Blogs
Get ready to tackle 2023 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.
By Mark N. Petersen, CPA, CFP®, CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration …