Traditional financial advice often ignores taxes and other critical priorities
Learn how our unique financial planning, tax management and investing process helps you optimize your whole financial life and achieve your life goals
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Maximize Your Peace Of Mind
It Starts With Understanding All Aspects Of Your Life
You’ve got big dreams. We have the financial knowledge to help you make them a reality. When you work with us, you’ll be paired with an advisor who deeply understands your financial goals so we can make recommendations that help you achieve the financial life you want.
Reaching your goals starts with a comprehensive financial plan
Highly Qualified
- Our team of certified public accountants (CPAs), certified financial planners (CFP®), and other financial professionals are equipped with the knowledge and experience to help you reach financial freedom.
Comprehensive Services
- Whether you’re interested in our comprehensive financial planning, estate planning, risk management, tax planning, retirement planning, investment portfolio management, or insurance, we offer a wide range of services to meet your present and future financial planning needs.
We Are Thorough
- We don’t believe in surface level advice or shallow interactions - we want to go deep with you and ensure we provide the best possible financial planning services.
Let’s Interview Each Other!
We offer two complimentary meetings to prospective clients who want to learn more about RFS, and learn how clients benefit from working with us. During the first meeting, we will strive to get to know your personal and financial situation, and your goals and you get to hear how we work with clients.
At the second meeting, the prospective client receives drafts of their Net Worth and Cash Flow Statements. The planner will review the financial planning process that is appropriate for your situation and develop a fee proposal to engage for our services. You will then decide if you would like to move forward with the financial planning process.