“People before profits!” We are glad to have you on the team.
[/text_block]
Please use this site to understand and utilize the resources and benefits that we have provided for you.[/text_block]
Building a better financial future for our clients together:
-
Professional excellence
If you are a financial advisor, you are required to be a Certified Financial Planner (CFP) and we require at least 60 hours of continuing education per year. All other team members are required to attain 30 hours of CE per year. This is tracked in Salesforce by completing an event when you complete educational content.
-
Cutting edge technology
As a smaller company, freed from the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to give you the best available tools to serve our clients. Your adoption and feedback is critical to getting the most out of these investments and truly leveraging them for our clients.
-
Fee-only & a Fiduciary
Fee-only means that we only accept compensation from our clients and do not accept compensation from 3rd parties and, as a fiduciary, we always represent our clients’ best interests 1st.
You are not permitted to accept gifts, meals, trips, etc from outside vendors, partners or any other 3rd party if they are related to rF or anything we do pertaining to investing, planning, etc.
-
Freedom & Empowerment
Giving team members and advisors the freedom and power to make meaningful differences is essential to making the biggest difference in our clients’ lives. However, with great power comes great responsibility, so remember to always put the client’s interests 1st and consult your peers and mentors when in doubt.