First, we get an understanding of your situation, ensuring we are all on the same page.
Next, we make recommendations for investment based on our data gathering.
Then, we construct an investment portfolio that is customized just for you.
Finally, we transition and implement the funds so we can start to grow your “money tree!”
Get Behind the Wheel & Take a Test Drive
There’s nothing like the RF Wealth Experience. The RF Simulator gives you a look at what we would invest your money in & what communications we would give you, using “fake” dollars. This way you can be sure of your decision to come to RF before you ever start moving any “real” money.
You’ve worked hard to get where you are.
You deserve a firm that works hard for you.