rF offers expanded and discounted services to children of existing clients.
We want to help you achieve a successful financial future, and children play a big role in a family’s finances. If you have children or adult children that are in the position to take control of their finances, we can help – no matter what stage of the financial planning process they may be in.
While there are restrictions on the ability for children to invest before they reach the age of 18, parents can open up custodial accounts for their children at any age. Working with your child as early as high school and teaching them the importance of saving, investing, simple financial planning concepts, etc. by allowing them to be proactive in the process early on can provide them a working knowledge to build upon and multiply their financial success throughout life.
The first step in getting started with rF is scheduling a complimentary appointment with a financial coach or advisor to discuss your financial needs. Let us know in your scheduling notes or during your consultation that you were referred by a parent, and we will take it from there!
Refer your child here or schedule an appointment with them to get started.