Who We Are

We are a boutique, financial services firm. With over 4 decades of expertise, we specialize in working with Affluent Families, Businesses, Doctors, and Professionals. Our comprehensive approach is a collaborative process where we help our clients prioritize their financial goals and then create a working plan to help them achieve their goals. We do this with a protection first mentality which allows our clients to achieve their dreams, while safeguarding against life’s unknowns. We analyze all options with a high standard of ethics, education, and integrity and present solutions to our clients in a simple easy to follow manner. Our goal is to build a long term relationship to help grow and protect our client’s wealth.

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.

Our 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.

Our 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.

Lastly, our ongoing Monitoring Process that keeps abreast of current market trends and changes in your financial needs.

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