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Our Values <br/>&#38; History

Our Values
& History

A tradition of family: Celebrating over 60 years of service & trust.

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Clients are Our Only Business

Clients are Our Only Business

We pride ourselves on
always working in your
best interest.

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We Believe in Transparency

We Believe in Transparency

Fees, products, resources: always disclosed &
always made clear

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Calendar of &#160;Events

Calendar of  Events

Financial education:
Attend our educational events in 2025.

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JULY 2026 Midday Money Matters Webinar

JULY 2026 Midday Money Matters Webinar

Don't worry if you couldn't make last week's webinar. You can watch the recording here. Marg shares updates on the following:

  • Why cash isn't always king and how inflation can erase 50%+ of your purchasing power over 40 years.

  • The compounding secret that many investors miss. If you start saving and investing at age 25 vs. 35, it could mean $300,000 MORE by retirement! 

  • How to navigate volatility without panic - the reality is, double-digit declines happen most years, but markets typically recover.

  • Why timing the market fails 70%+ of the time - and what the most successful investors know to do instead.

  • The diversification formula that delivered ~8% annual returns over the past decade with a smoother ride.

AssetMark's 2-Minute CIO Update: <br/>Summer Market Signals (June 2026)<br/>

AssetMark's 2-Minute CIO Update:
Summer Market Signals (June 2026)

Take just 2 minutes out of your day to listen to AssetMark CIO Christian Chan share important market insights. Watch now to hear key take aways for June 2026.

Latest newsletter

Latest newsletter

Did you miss the latest RFG newsletter?

Do you know these 4 crucial social security facts? Maximize this crucial part of your retirement strategy.<br/>

Do you know these 4 crucial social security facts? Maximize this crucial part of your retirement strategy.

Social Security is a significant concern for many Americans and plays a vital role in retirement. We share important facts about Social Security and what investors should know.

Stay on Track. Create An Investment Plan To Achieve Your Goals

Stay on Track. Create An Investment Plan To Achieve Your Goals

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You'll be able to see if you're on track and how simple adjustments can impact your ability to reach your goal.

Once you're ready, request a consultation, and we'll work together to build a plan to help make your financial goals a reality.

1. Select a goal

2. See how contributions affect your goal

3. Request a consultation to help stay on top of your finances

Help Save Lives: &#160;Consider Organ Donation

Help Save Lives:  Consider Organ Donation

Every day 17 people die waiting for an organ transplant. The truth is that sometimes family members are not always qualified matches; sometimes a stranger is a better match than family. That is why it is so important to consider becoming an organ donor. You can register now to become an organ donor. You can be a donor after your death, or as a living donor for specific situations. Either way, your gift will save lives.

Thank you for considering becoming an organ donor.

Margaret


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