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Our Process

Our Process

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Financial Advice on Your Terms

Financial Advice on Your Terms

Whether you’re looking for a financial plan to get you started, or a dedicated advisor to help you achieve your financial goals, we want to know what’s important to you, your spouse, and your family- and how you see your needs changing over time.  Read more below about how we can work with you to help you on your financial journey.

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Our Process

Start by telling us what's important to you and your family when it comes to money. We'll ask a few simple questions, then provide a personalized financial plan and some tips for saving more money.

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Who We Are

We're committed to helping you make informed decisions about your finances and providing the tools and knowledge needed to live comfortably.

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Our Values

We believe core values matter, and ours are very simple:

WORK HARD • HAVE FUN • SUPPORT OTHERS • OPERATE WITH INTEGRITY

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A Client-Centered Approach<br/>

A Client-Centered Approach

Regardless of the level of wealth, we recognize that people need different ways to work with financial professionals.  We believe people can live better if their finances are properly managed and well-understood.  This inspired us to develop MyRemoteFA® to provide a different way of getting financial advice. 

  • I need someone to manage my investments for me.

    Maybe you want your investments to be professionally managed.  Many clients are overwhelmed and don’t want the hassle of managing their investments independently.  This option allows you to work with professional money managers and income products.

  • I need a plan and someone to coach me throughout the year

    Maybe you need a plan and want to work with an advisor in a coaching capacity.  You don’t want to have this experience tied to how much money you have.  This is an excellent option for somebody that wants planning and ongoing advice throughout the year.

  • I need a plan that I can execute myself.

    Maybe you are comfortable managing your assets, but you need a financial plan to show you your gaps to reach your goals.  MYRFA can develop a customized financial plan for you to get started taking control of your financial journey.

Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

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18 Years&#8217; Worth of Days

18 Years’ Worth of Days

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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

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The Rule of 72

The Rule of 72

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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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Fill out the form and we’ll be in touch to talk about your financial needs.

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