When we all start looking ahead in life, most people have a lot of questions about things that relate to properly positioning their finances that they were never taught in school. This can be a daunting and confusing task. At RFS, our approach is to explain things in simple terms and not complicate the process like other firms. We promise to clarify simple ways to “bring Wall Street to Main Street.”
We educate middle income, every-day Americans on the things that they do not teach you in school: things like HOW compound interest works, whether for you or against you. Our goal with each client is to simplify the financial planning process, where others intentionally complicate it to keep you confused. We want you to get the RIGHT information in order to make the best decisions for you and your family so that you don’t miss out on important and even critical moves at the right times. This could mean issues with your personal IRA, your 401k or even real estate. We show you how to beat the two biggest enemies of savings….taxes and inflation. Are your investments properly protected? Are you properly hedged against the blood-sucking tax system? We will be happy to take a look and give you a FREE initial consultation!
Few things feel better than clarity and the confidence that comes with knowing that your family’s financial future is secure.
Remember these two things: Design always triumphs over default. And, winning in finances, and life, is always an on-purpose event.