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.
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the post-election market outlook. They note that the election results bring stability, a positive factor for markets. Key points include expect …
Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains …
Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for th …
