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Who We Serve

Who We Serve

RFC helps clients organize and simplify their financial lives so they can focus on what they enjoy most, or do best. RFC provides an “independent comprehensive financial planning experience” for those clients interested in increasing their financial education and who are capable, intelligent decision makers. RFC offers a simple, step-by-step process to help coordinate and manage our clients’ financial lives so they can spend more time on those things in life that cannot be delegated

Most of our clients have saved a nest egg. While they may be capable of managing it themselves, they value the services of a professional team. They don’t have the time, desire, or expertise to go it alone in the increasingly complex world of finance.


Individuals five to ten years on either side of retirement looking to determine what needs to be done now to help achieve
financial goals.

Small business owners or professionals who face unique cash flow, retirement and succession planning needs, often with complex family issues.

University & Hospital faculty and staff.

People wanting to protect their loved ones from rising long-term care costs.

Independent women wanting to work with an experienced financial team.

Retirees looking to leave what they want, to whom they want, when they want, with tax planning and control.

Late-career professionals with concentrated stock positions.

Families valuing multi-generational wealth strategies.

Individuals with investable assets of $500,000 or greater desiring to balance risk and growth potential in managing investments and savings.

Younger professionals looking to get on the right path toward their financial future.

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