Thank you for joining our growing firm!

Here's what's next:

  1. You will receive an email with your login credentials to your rFPW (1 business day).
  2. You will receive an introductory email from your Financial Advisor (1 business day).
  3. You may schedule your first appointment online or your financial advisor should be reaching out to you to schedule soon (1-2 business days).
  4. You need to fill in your info into your rfPW (anytime before your first appointment).
  5. 1st appointment with your advisor (TBD).
  6. Rollover any financial accounts that you'd like us to manage (TBD).
  7. Start your subscription with us, if you don't meet account minimums (TBD).
  8. Many other unique activities/tasks that you will individually decide upon with your advisor.

If you need anything , what-so-ever, before your advisor reaches out to you or before your 1st appointment, please do not hesitate to give us a call at 614-441-9605, email us , or chat with us below (if we're online).

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