RFC Video: Location! Location! Location!

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.

After 30 years as a financial planner, Beth Allen sought some advisors who could continue to focus on her clients with the same care she had. Upon retirement, she recommended her clients transition to RFC Financial Planners. Watch her video to learn more.

Get familiar with our RFC client website and how it can help make your finances simpler!

RFC Financial Planners has a winning tradition of working with the faculty and employees of the University of Michigan and the staff of Michigan Medicine in understanding their unique benefits and offerings.

Making your charitable contributions with the use of a Donor-Advised Fund (DAF) can be smart tax planning tool to be aware of.

In this video, Erin Harlow and Leslie Remy share our new email address, a convenient way to contact us with all your account servicing needs: [email protected]. Watch the video for more details and how to best contact us.