Why RFS? From experience, RFS has learned that creating a professional circle of influence in a particular market helps everyone. Our clients are the people we want to be associated with over time. Having deep expertise in our markets enables us to offer the most cost-effective planning.

We go the extra mile when it comes to providing more than we promise. We know business owners and medical professionals can be very busy, focused on urgent demands, and pressured by daily decision-making. So, at RFS, we make your life a little bit easier by breaking down what you need to do ahead of time.

RFS offers a full array of life, disability and long-term care insurance as well as employee benefits services for the time-constrained business owner.

Our strategic partnership with Roosevelt Investments, a Registered Investment Adviser, provides us with certified financial planners trained in debt management, investment planning, and other related services. Penn Pension Center enables RFS to offer cutting edge designs in qualified plans and ongoing administration services. Alliance Brokerage rounds out our strategic partnerships by providing personal and commercial line property and casualty risk coverage.

Partnership

Our clients turn to us for help with their insurance, investment management and financial planning needs based on our experience and collaborative approach. Our partner, Roosevelt Investments, can assist you with financial planning and investment management.

 

Professional Introductions

Our practice has grown dramatically throughout the years from professional introductions from satisfied clients and advisors we are affiliated with. We offer the ability to provide a second opinion on planning in areas we have expertise in, that in many cases uncovers problems people and companies were unaware of.

 

Underwriting

RFS is well known in the benefits and insurance marketplace for going the extra mile when it comes to helping you go thru the maze of the underwriting process. Each insurance company or “carrier” uses its own assessment tools to determine your risk profile and our role is to help you thru this process.

 

Our Strategic Partners

Additionally our clients turn to us for many other areas of support because of our experience and collaborative approach. With our long-time strategic partners, Penn Pension Center (pension design and administration) and Alliance Brokerage (full array of property casualty needs), we can help ensure that you are covered for all suitable risks.