Spacer Spacer RFG Planning Tool RFG Performance Portal RFG Action Item Tool
RFG Wealth Management
CALL US TODAY:  940.464.4104
FAX: 940.464.4107
Home Page RFG Wealth Management Staff Client Services Non-Profits Contact Us

RFG Wealth Management System

 


Wealth Management SystemRetirement & Estate Planning
Retirement is about having the time and resources to do those things you enjoy most in life. Constructing an income plan necessary to do so is where we come in. We provide customized strategies for your lifelong income needs.


Estate and Legacy Planning
Helping our clients sustain their wealth for future generations is one of the most important and gratifying aspects of our work. We work alongside skilled estate planning attorneys to educate and motivate our clients to get their estate planning affairs in order.


Asset Management
We manage our client's assets with an emphasis on capital preservation. Whether through our stock and bond strategies, or an alternative investment strategy, we strive to deliver more stable returns while minimizing volatility and risk as much as possible.

Simplifying the Complex
Sometimes life can be overwhelming, but your financial future does not have to be. Let us help you understand your financial choices and guide you through a financially sound planning process.

Online Wealth Management Tool
We provide you a secure and personalized online tool to organize all your accounts and assets in one location. Imagine a single platform with all your financial accounts; including brokerage accounts and most other investment accounts - updated daily. You also have access to retirement and cash flow models accessible when you need it, as well as an online vault to store your private documents.

Wealth Management Link *By clicking this link, you will leave our website. The link you have selected is located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the link below to leave this site and proceed to the selected site: Go to Wealth Management login

 

HOME PAGE | YOUR STAFF | CLIENT SERVICES | COMMUNITY | CONTACT US

 

RFG Wealth Management
130 Old Town Blvd, South
Suite 100
Argyle, TX76226
Tel: (940) 464-4104
Fax: (940) 464-4107

Copyright RFG Wealth Management • All Rights Reserved
Web-site design by BLUE TROOP

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through RFG Wealth Advisory, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this website do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. LPL Financial does not provide tax or legal advice.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirements of, and are approved to do business by, the state; or (b)are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b)rendering personalized investment advice for compensation.