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Healthcare Professionals

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Business Owners

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Roosevelt Investments

We have chosen to create an alliance with The Roosevelt Investment Group, Inc., since it shares similar goals as we at RFS in financial planning and investment management.  We are excited to be able to provide such a great solution to our clients.

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RFS Mission

Our Mission is to help our clients attain financial peace of mind by providing creative solutions. Our philosophy of exceeding expectations drives our talented team of professionals in providing a first class service experience resulting in long term client loyalty.

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"Financial freedom is available to those who learn about it and work for it.

Robert Kiyosaki

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