RPG Difference

A more personal experience, in all respects.

What do you want from financial planning and management? Most likely, you’re thinking about your family’s future, security and quality of life. While you could try to “do it yourself” or enter the maze of a big financial institution, RPG offers a better alternative. Yes, we have all the services and financial competence that you should expect. Our difference is in how we work with you.

At RPG, you get a highly personalized financial planning relationship for protecting, growing and enjoying your wealth — through all stages of your life.

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As CERTIFIED FINANCIAL PLANNER™ practitioners, RPG will help you coordinate all your financial decisions, synchronize execution with other professionals into one growth-driven program that is correctly prioritized and executed. The end result is designed to be a connected, coordinated, sustainable plan that reduces risk and maximizes your resources, while allowing you to remain in control of all decisions.

Our goal is to reduce complexities and simplify your life while providing financial peace of mind.

You are the steward of your family finances. Let us help you protect, grow and enjoy your wealth.

Cash Management

Your comprehensive financial plan will be the centerpiece of our relationship. But cash flow planning is a big and very important component of your overall financial plan. Cash flow planning at every stage of life is important. Your customized one-page Cash Management Strategy will help you create sustainable cash flow from investments and other income sources when you no longer can or desire to work to produce traditional forms of income.

As the steward of your family finances, you will want to ensure that you live within your means while also saving for a rainy day. Our Cash Management Strategy will also help you see where you may have discretionary funds available to spend on the things that are most important to you. For many of our clients, this creates a new sense of freedom because they no longer need to wait to buy that second home, donate to their favored charity or select an important item on your “bucket list.”

Fee-Only® services

As a Fee-Only® Registered Investment Advisory firm, RPG provides 100% Fee-Only® services. We do not sell insurance, annuities or products. We accept no commissions on products, referral fees or any other compensation from third parties.

We believe our objectivity benefits you as the client, because we are 100% focused on the active, comprehensive management of your financial future. Our compensation is a percentage of assets under management, and all planning work is included in this fee schedule.

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