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.

Why RFC Financial Planners?

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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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Stay Up to Date with our Latest Blogs

Market Commentary: Stocks Finally Take a Breather

A Down Week Well, it was bound to happen eventually, but stocks finally fell last week, with the S&P 500 Index down about 1.0%. Remember though, the index was higher the previous six weeks, giving us the longest weekly win streak this entire year. After such a strong week, some red on t …

Facts Vs Feelings Take 5 – Why Gold is Shining

This week on Take 5 (and from the Carson headquarters!) Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss all things gold! Gold is at all-time highs. Is it a bad thing? Tune in and hear Sonu and Ryan’s thoughts!

5 Financial Considerations for Americans Thinking About Retiring Abroad

What do you think about when someone mentions the Cayman Islands? Do you think of the pristine white sandy beaches? The clear blue water? Fresh seafood? Snorkeling? While these may be on the top of most people’s mind, some may even consider it a great place to retire. 

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RFC Videos

Phillip’s Why Story

Meet Phillip Hollander! Phillip has been a member of the RFC team since 2020, now you can take a moment to hear a little about his personal journey, professional philosophy, and desire to make a meaningful impact in the lives of others.

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RFC Blogs

Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

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