Financial Service Professionals

During the 1990s a widespread shift began in the financial services industry.  Many at that time were "facilitators" - they were transaction oriented as they helped clients buy and sell investments. 

Although these facilitators liked to develop continuing relationships with clients, those relationships are built one transaction at a time. Also, facilitators were paid based on the number and size of transactions they did. Many advisers still work that old way, but they are starting to fall out of the mainstream.

Financial services "professionals" evolved as they recognized the need for a increased breadth and greater sophistication in their value proposition. Today we offer clients continuing service and supervision that incorporates transactions as one component, but also includes many other advantages.


 

 

 

RFG Inc has made a personal commitment to work as a financial services professional and offers clients professional investment management and financial planning services, along with continued service and supervision.

Here is RFG Inc's commitment to you:

  • We will help you identify, determine, and implement investment objectives and the investment process we have agreed upon;
  • Advise you against impulsive decisions, tips, fads and any other distraction that pulls you away from a disciplined process. Of course, if you want to submit those tips and fads to thorough analysis, we'll be happy to help;
  • Monitor investment performance and recommend any changes in managers that may be necessary;
  • Provide coordination of investments with other professionals, such as interpreting the year-end tax report for your CPA;
  • Integrate your investments with other needs, such as your retirement plan or estate planning.

RFG Inc is committed to our relationship and committed to your financial goals.