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

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve 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 your own personal 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 complimentary and no obligation Second Opinion service. We will help answer all of 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 everything aligns with your goals and help confirm whether the costs you’re paying match with 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

Paying for Health Care in Retirement

By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 

Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

By Jamie Hopkins, Managing Director, Wealth Services  Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report.    Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …

Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?

By Scott Kubie, Senior Investment Strategist    The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.  
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RFC Videos

RFC Video: 401k – Let us do the work for you

Professionally managed 401(k) accounts produce 3% higher returns, on the average, according to a 2014 study. Don’t fend for yourself in a world of stocks, bonds, mutual funds and ETF’s – turn to your trusted advisor for guidance.
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RFC Blogs

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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