How We Help You

At RFG Capital we strive to build trusted personal relationships with each of our clients, and confidentiality is paramount. Our clients come from all walks of life and career backgrounds. Many times when new clients first come to us they have already taken steps toward some level of planning. They usually have previously spoken to a different professional for each discipline of planning, such as an attorney, an accountant, or an investment advisor.

Often we discover that people find themselves frustrated by the lack of coordination in their planning. They typically express that they want someone to show them how to put all the pieces of the puzzle together into one complete picture.  We provide that picture in a clear and easy way.  We have easy to illustrate programs that fully consolidate all the puzzle pieces and allow our clients to view the plan like their own financial movie. This allows us to help each client to identify and fill the gaps in their planning, while at the same time revealing any potential opportunities that may be available, yet previously unknown.

If what you thought to be true, turned out not to be true, when would you want to know? 

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