RFG Playbook-Our Process
Proven, process driven system to guide you toward the financial life you dream of.
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RFG Playbook The RFG Process
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Create Asset Map Let’s create one simple view of your entire financial picture. • Pre-Tax Retirement Accounts • After-Tax Investments • Bank Account Balances • Income Sources • College Funds • Real Estate • Life Insurance • Mortgages • Other Debts
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Implement Blueprint Process Explore these pivotal sections of your financial plan. • Investment Planning • Cash Flow and Budget • Retirement Planning • Risk Management & Life Insurance Audit • Planned Giving • College Planning • Tax Planning • Business Planning • Estate Planning • S.W.O.T. Analysis • Goals & Bucket List
Money Management Our Philosophy: • Low-cost, Passive Index Approach • Fee-based, No Commissions • No Trading Fees • Accounts held with Charles Schwab Our Strategies: • Goal-Based Asset Allocation • Direct Indexing • All Stock, Technology Fund • Low-cost
Retirement Income Planning We carefully coordinate your income streams to create a retirement income plan. • Create a plan identifying sources of income • Annual modifications • Roth conversion implementation • Attention to Medicare thresholds • Tax efficient distribution strategies
Tax Analysis Our tax planning and analysis help identify tax-related opportunities today and in retirement. We accomplish this through: • Collaboration with your tax professional • Annual tax return opportunity review • Roth conversion planning • Direct indexing accounts • Tax loss harvesting • Tax efficient investing • Review income thresholds (Medicare IRMAA penalties)
Stay Connected Use our technology to stay connected to your money and your plan. • Easily access account information & performance • RFG online portal
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Future Expectations We continue to address your financial needs throughout the year and through life events by communicating and strategizing regularly. • Review performance & financial needs • Make necessary changes & introduce new strategies • Collaboration with tax & legal advisors • Goal setting & tracking
Your Team- RFG Wealth Advisory Successful people need an experienced financial team who is objective and independent. A financial advocate to help you make wise financial decisions throughout your life. You need a team to keep you on track, making progress toward the financial life you dream of. Welcome to RFG Wealth Advisory. • Independent Registered Investment Advisory (RIA) • Fiduciary, always put our client’s interest first • Clear, straightforward fee structure • SEC registered • Over 50 years of financial planning experience
