Our Corporate Mission

Reliance Financial Group, Inc. (RFG, Inc.) is a company that is committed to making positive contributions to the business and professional communities and individuals we serve. Our company looks for long term relationships where we assist company owners, executives, and employees in the pursuit of opportunities that result in financial security.
 
RFG, Inc. is committed to helping protect our clients from unforeseen contingencies. We assist executives, professionals, and individuals in achieving financial independence, and preserving wealth for future generations by proper estate planning.
 
RFG, Inc., has assembled a experienced team of professionals who are committed to understanding the needs of our clients. We then match these needs with appropriate tax saving and financial strategies while providing the necessary education. We also work with our clients' advisors as needed. Businesses and professionals need not be placed in reactive positions where alternatives are few. We strive to put our clients in situations where they are able to make proactive decisions rather than decisions by default.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

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