We often say "Software and Gimmicks never replace the advice of a Seasoned Professional".  What we mean is, there are many groups out there trying to ask you to sign up for a website and all your dreams will come true.  It sounds great, but it never works.  Software is a nice way of saying "canned answer, one size fits all".  No one every created wealth by following in line with everyone else. 

To plan your financial future you must go beyond the normal avenues of personal finance.  We have 2 very important ideas that anchor our work and our programs:

THE VERY BEST PROFESSIONALS

Analyzing your situation, the changing environment of the world, and the best ideas and cutting edge methods to put you where you want to be.

A FIRM WITH EXPERIENCE IN MANY SERVICES

You must have people who know what your tax return is going to show while they choose your investments, and vice versa  NO INTEGRATION = NO SUCCESS.

THE CORE RF SERVICES

We also employ the "Package" approach. This means that each client subscribes to our service through a monthly fee and in return they participate in all of our services. 

Packages start at just $29/month and every package includes:       

  • Tax Return Preparation
  • Financial Planning
  • Cashflow/Budgeting Service
  • Investment Analysis and Recommendations
  • Wealth Portal (your online link to all of the planning we do for you)
  • Year around advice (talk to a real professional, no charges apply)

Inside each service module are important steps that we follow in preparing your overall plan and cover all of your needs.  Below is a summary of each:

 

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Professionalism

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Responsiveness

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

Quality

A professional firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and "raving fan" clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and investment situations. We welcome you to contact us anytime.