Our mission as financial advisors, in Ann Arbor Michigan, is to inspire our clients to lead more balanced, organized and simplified financial lives so they can focus time on those things in life that cannot be delegated.
At RFC Financial Planners, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.
Our financial advisor’s passion is to help people from all walks of life find their vision of true wealth. That means helping you define what true wealth looks like, putting a plan in place to help pursue your vision, and helping you maintain the true wealth that you have achieved.
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
We’re here to help you avoid a retirement crisis by putting your financial plan into concrete terms using our five-step process.
Our team will manage your specific workplace retirement and benefit programs to assure that all of your investments are in alignment with your overall long-term financial goals.
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Morally & Socially Responsible Investing examines your investments and determines which companies profit from or support issues that conflict with your beliefs.
Tell us a little more about your investment objectives and level of comfort with risk.
In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appear …
As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …
First things first, we’d like to thank all the veterans out there that have helped or currently help to keep our great nation free and safe. Thank you! This week, we will focus on the election and potential impacts of a second term for President Trump .
