The mission of Revolutionary Financial Group is to be a reliable, professional resource for all high-net-worth individuals at or near retirement. We strive to provide a source of knowledge pertaining to financial matters as they apply to your unique situation. We will provide advice based upon our three decades of experience in the financial industry. We will serve our clients with the highest levels of integrity.
We take the following four step approach in developing our strategy for a more secure future.
1. Identify Short & Long-Term Objectives
We help you to identify and understand your objectives. The first step to developing a strategy for more secure financial retirement.
2. Identify your options & How each will affect your situation
Everyone's situation is different, so we want you to understand how each decision we make together can affect you & the strategy we're developing. We consider your risk profile to determine how much should be put into higher risk investments and more conservative alternatives. We help you stay within your comfort level instead of chasing those short-term market returns.
3. Build the right financial strategy for you
Personal preferences, cash flow needs, short & long-term goals are just a few ways to invest your money. Today, there are more investment vehicles than ever before, including some more conservative alternatives. Together we can build a strategy to help you realize a more secure financial future.
4. Schedule Periodic Reviews
Periodic reviews enable you stay on course, address many changes that may occur, & ensure that goals are accomplished. We will keep you informed via periodic reviews.
We create strategies that are tailored to your needs and goals.
28 years of experience have prepared us to guide you through your life transitions.