What We Do Our Step by Step Approach Reaching your financial goals takes commitment, determination-and a plan. It also helps to have an expert on your side. At RFS, we bring together the key resources you need to help make your financial plan work for you. Seasoned Team of Professionals share a commitment to integrity, continuing education, exceptional service and a desire to be that resource to you throughout your journey in life. Broad Range of Specialized Services address virtually all of your planning needs.Step-by-Step Planning Process uncovers your unique needs and develops a plan that is designed specifically for you. Ongoing Monitoring Process that keeps abreast of current market trends and changes in your financial needs.