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Family Financial Planning | RFS

A successful financial plan is a collaborative effort.  We will prepare one for you, but the “we” includes you and your honest, open and realistic input along with your feedback along the way.

Begin with the end in mind

We begin by asking a lot of questions as we seek to understand your dreams, goals, and needs.  Our approach is comprehensive.  Once we agree on a strategy for you, we will move forward with implementation and then frequently measure progress to make any needed adjustments.

Your roadmap to the future

Our proprietary RFS tool, the Retirement Funding Score, is a unique calculation that measures and illustrates the degree to which your retirement assets will support the income you need in retirement, and we update it regularly so we can communicate your progress.

We welcome the opportunity to speak with you!