Business Services


Business Services


When you choose RS Financial Group as your investment advisor to help you with your company's Business Liability, Garage Keepers, Key-Person Insurance, 401k, Self Directed Brokerage Window, Workers Compensation, Profit Sharing, SEP, 403B retirement planning needs, or Business Property Insurance, we take a personalized approach. We believe each plan deserves the options that an independent registered investment advisor, such as RS Financial Group can offer. As a boutique Memphis owned, fee based investment advisor and insurance agent, our approach allows us to reach across boundaries to find investments for our clients. Our earnings are indicative of your growth.

If your company currently has a sponsored plan, RS Financial Group can help ensure its ERISA compliance while attempting to lower cost to the sponsor. An investment advisor like RS Financial Group can act as the co-fiduciary lessening the sponsor's (Business Owner) legal liability while also improving the participants experience by giving them access to their very own professional money manager.


What Is the Added Value When You Work with RS Financial Group?


The ability to have a co-fiduciary on your sponsored plan.

• Fiduciary Compliance • Employee Advisory • Preparation and Review
• Investment Options • Actively Managed • Ongoing Active Support • Terminated Participant Rollover Services
• Automated and Branded Educational Solutions to Your Employees • Free Onsite Workshops • Webinars




Watch our short video to learn more about our 401k Plan Pro co-fiduciary solution and the video introducing our Self Directed Brokerage Window option.



 
How can we help you today?
 

Schedule a consultation online.

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Associations and Memberships

The Association of Financial Educators

P: (901) 312-1630 chris@rsfinancialgroup.com.com
Chris Sumner photo

Virtue Capital Management




Locations: 5050 Poplar Avenue,Suite 2405 & 2408, Memphis, TN 38157
901-312-1630 | 901-312-1638 | 844-224-7680

Copyright 2016 © RSFinancialGroup.com All rights reserved.

IRS Circular 230 Disclaimer: To ensure compliance with IRS Circular 230, any U.S. Federal Tax Advice Provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (I) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer, or (II) in promoting, marketing or recommending to another party, a partnership or other entity, investment plan, arrangement or other transaction addressed herein.

Investment Advisory Services offered through Virtue Capital Management, LLC; A SEC registered investment advisor. Virtue Capital Management is independent of RS Financial Group.

The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Please be advised that presently, Chris Sumner holds Series 65 Licenses. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Chris Sumner before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.