Integrated Strategies to Meet Your Specific Needs
Work with one of our dedicated financial planners on everything from tax and investment strategies to a detailed financial plan. Let us help you build your desired financial future.
The RGA Legacy Method
A financial plan provides a practical framework for what you do with your money, taking into consideration your goals, circumstances and personal investment style. We provide a comprehensive approach through our client framework:
Discover - Understand your goals and values and identify problems or opportunities.
Design - Determine possible recommendations to build a custom, multi-generational wealth strategy.
Steward - Guide implementation of appropriate strategies and family alignment.
Review - Provide periodic reviews to ensure your plan reflects the most accurate information.
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Essential
Fundamental planning to help you with cash-flow management, debt management and retirement.
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Comprehensive
Comprehensive planning to help you cover multiple overlapping goals like retirement, education funding or investment.
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Comprehensive + Estate
Our comprehensive planning package plus an estate meeting and a completed will.
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Hourly Consultation
Meet with us to review specific questions you may have about your finances and get personalized answers.
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Corporate Services
We provide financial planning seminars and 1:1 counseling services to enhance your employee benefits package.