We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
If you have questions or concerns regarding your current or future financial needs I would love the opportunity to introduce myself and determine if we could work together to help you achieve your financial goals. There is no cost or obligation for an introductory meeting.
RFS is your number one resource for your retirement needs and provides focus on three groups of clients:
Clients approaching retirement
Clients transitioning into retirement
Clients that are retired
Our Services
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Your Finances
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
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Our Team
Learn more about our amazing team of professionals.
