Joe Stover, CPA/PFS

CONNECT

Address:

4011 University Dr., Suite 202A
Durham, NC 27707

Phone:

919-364-2030

Fax/Other:

919-364-2030

Financial Planning

Effective financial planning is easy to describe, but quite difficult to accomplish. The primary focus of RFG Inc is to help people make smart decisions about their money; decisions that help you get what you want now, as well as in the future.

Market volatility, complex investment products, coupled with tax law changes, inflation and fluctuating interest rates, has created a confusing and uncertain financial environment. Old ways of preparing for the future no longer leads to security, and it's easy to get lost in a maze of new information.

Yet, we still need to address such financial issues as:

  • Beating inflation
  • Income tax reduction
  • Planning for retirement
  • Protecting against disaster
  • Saving for children's education
  • Distributing your estate as you desire

A variety of financial tools and planning strategies are needed to custom-tailor a solution to these complex problems. Our goal at RFG Inc is to establish a relationship with each of our clients that is based on trust. From this foundation, we create a comprehensive financial strategy providing you with a roadmap for your financial security.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck