Organize.
Simplify.
Plan.
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.
How Can We Help?
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.
Why RFC Financial Planners?
Services
What We Do
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.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
Retirement Planning
We’re here to help you avoid a retirement crisis by putting your financial plan into concrete terms using our five-step process.
Workplace Planning
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.
Estate Planning
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.
Values Based Investing
Morally & Socially Responsible Investing examines your investments and determines which companies profit from or support issues that conflict with your beliefs.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
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3 Methods to Not Run Out of Money
4 Mistakes People Make With Their First Million
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