Independent financial advisors committed to providing clarity in a complex financial world. As financial advisors we wear many hats - but in short, we work to serve as your financial quarterback, so you can focus on what brings you pleasure in life. At RFS Wealth Advisors, we truly believe that wealth is not just about monetary possessions, but is an all encompassing approach to your life.
The condition of well being is unique to each individual. Wealth can be found in friendships, relationships, philanthropy, children and grand children, travel, etc. Living a life that befits your holistic perspective of wealth is what makes life truly worth living. Our goal is to plan and mange your external wealth, so that it can help you achieve your personal internal wealth, whatever that may be.
The condition of well being is unique to each individual. Wealth can be found in friendships, relationships, philanthropy, children and grand children, travel, etc. Living a life that befits your holistic perspective of wealth is what makes life truly worth living. Our goal is to plan and mange your external wealth, so that it can help you achieve your personal internal wealth, whatever that may be.
Services
At RFS Wealth we believe that working as a team is the best way to serve our clients. It allows us to provide specialization and coordination in all facets of clients financial lives. As a founder of RFS Wealth Advisors, Steve is passionate about financial planning. His practical, friendly, open-door approach puts his clients at ease from the moment they meet.
Regardless of your situation, we've got to start somewhere - and that somewhere is us gathering all relevant information about you. Your goals, your attitude toward risk & your investment timeline. No house was ever "just put together", it needs a blueprint designed specifically for you. Using the information from the discovery process, we work with your needs, wants and wishes-to develop the blueprint for your financial future.
We feel the investment climate has never been more exciting or more challenging than it is today. To be prepared for all available opportunities, investors need two things in our opinion: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
Do you know how much risk you are exposed to in your investments? Is that risk inline with your own tolerance for risk? Let us keep you from walking that tightrope, and analyze your portfolio for you, so you can sleep well at night. Interested in working together? Download our fact finder so we can establish a baseline and understand a little more about you and how we can help.
Have you experienced any of these common issues with your company's current retirement plan? Lack of Fee Disclosure. Are you ready for the new regulations regarding fee disclosure and is your plan priced right?
Send us your current vendor contract (your service agreement), along with a copy of your enrollment packet and the average annual hard dollar costs of your current plan and we can quickly provide you with your customized retirement plan analysis.
Send us your current vendor contract (your service agreement), along with a copy of your enrollment packet and the average annual hard dollar costs of your current plan and we can quickly provide you with your customized retirement plan analysis.
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