Affluent
RFS has assisted affluent families across the US navigate their complex insurance, estate and financial planning needs. A well-designed estate and wealth transfer plan offers many benefits. It can help provide financial security for your family, minimize taxes, and ensure your legacy. From a tactical understanding of your present needs and future goals, we help you establish plans and strategies to bring your aspirations to life. Additionally, we assist in the orderly transfer of assets from one generation to another together with your other advisors in the most cost-effective manner.
Business owners
Building a business takes commitment, determination and a plan. At RFS, our experience can help coordinate the development and implementation of your employee benefits, qualified plans and executive benefits. We assist in the development of strategies to help recruit, retain and reward the retention of key employees. Our goal is to be a trusted advisor alongside of your other qualified professionals thru your business career.
Healthcare Professionals
RFS has assisted thousands of healthcare professionals, whether you are in residency, new in practice, an established practitioner or about to retire, we can help navigate the difficult and important decisions made regarding insurance, investment, financial planning and estate planning needs. To learn more about our services go to the "Services" page.
Professionals
Our firm has assisted many professionals (Attorneys, Accountants, etc.), navigate the difficult and important decisions you need to make regarding insurance, investment and financial planning. We can assist you from the time you begin your career, to the time you retire and everything in between. The RFS team, knows that making timely and informed decisions is critical and our expertise and experience can be a great resource to you both now and in the future. To learn more about our services go to the "Services" page.