R&F Financial Advisors

R&F Financial Advisors Connect the Dots Between Wealth and Life

ICreating confident investors is the idea behind R&F Financial Group’s approach to building financial strategies. “It’s not unusual for potential clients to feel overwhelmed with the number of their existing investments, unsure they are getting an optimal return, and anxious about what they’ve seen in the media,” says R&F Senior Partner Brian Roberts, CFS. “They are often surprised when we turn the conversation away from financial affairs and ask them one question: What in life matters to you most?”

“Beating the indices is always important, but nothing trumps the confidence of knowing you are making decisions based on reliable financial information that relates specifically to your personal issues and objectives,” explains Senior Partner Mike Fleming, CFP®, CLU, ChFC. “The more we can understand about you, the better we can serve you.”

R&F’s clients run the gamut from families wanting a coordinated financial plan, to business owners seeking creative company benefits solutions, to retirees who need a reliable income stream. The firm serves high-net-worth individuals and others who want to preserve wealth and address the needs of later generations.

Because crafting a solution that meets short-, mid- and long-term financial goals demands the widest range of options, R&F gives individuals access to a wide range of investment options. “We aggressively pursue products and services that make sense for our clients,” says Roberts. “We do not limit them to a diversification model of just
investing in stocks and bonds. Neither do we limit them to defensive measures through insurance. A combination of investments and insurance products allows us to truly customize an effective plan.”

The Personal CFO

Roberts and Fleming offer clients additional services beyond typical financial planning. The Personal CFO concept integrates R&F’s full scope of services: asset management strategies, liability coverage, tax management strategies, retirement planning and estate planning. “In our role as a Personal CFO, we support clients as they make personal and business decisions,” explains Fleming. “We free up time for individuals to be what they enjoy being most – parents, spouses, grandparents and volunteers.”

 

 

16690 Swingley Ridge Rd., Ste 240 | Chesterfield, MO 63017
636-728-2488 | www.randffinancialgroup.com


Brian Roberts and Mike Fleming are registered representatives of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC.  (Supervisory office located at 16690 Swingley Ridge Rd., Ste. 240, Chesterfield, MO 63017, (636) 728-2400)
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