Where Do You Want Your Financial Roadmap to Take You?

Bringing Your Entire Picture Together: One Piece at a Time

At RFG, we specialize in high net worth individuals at or near retirement. We approach your financial picture from a wide-angle lens & build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. RFG treats each client as a priority, we have built our firm to help you succeed. Tell us how we can help you today!

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

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South Carolina Office


Kentucky Office



The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.

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