Who we are

The road from ‘here’ to ‘there’ is shorter for those who know the way:

You have an idea of where you to be in the future, but how do you get there? By luck? Maybe. But most successful people who get ‘there’ had a strategy – a strong financial strategy, using the guidance of trusted advisors. The road from ‘here’ to ‘there’ is shorter for those who know the way.


Please refer to our transcription below if it is easier and/or more convenient for you:

This is the story of how you get from here to there.

Right now, you’re here, but in the future, you want to be there, and from here, there looks pretty good, but so few get there. Why?

Of those who do make it, some will have luck, but most will have a strategy. They will save and invest, grow and protect, and they will work with advisors who help guide their way. If you’re looking to get somewhere, to get there, we know how to set a course. It’s what we do and we do it well.

We are investment specialists, retirement advisors, insurance experts, and financial planners. We have innovative wealth tracking tools to monitor your progress every step of the way. Wherever you are now, we can help you get to where you want to be.

The road between here to there … shorter for those who know the way.

rF Personal Account (rFPW)
TD Ameritrade Account
Fidelity Account
Jefferson National Account
rF401k Account