When you choose RS Financial Group as your investment advisor to help you with your Retirement Planning needs, we take a personalized approach. Just as you are a unique individual, so are your retirement goals and so should be your retirement plan. We are different in that we do not take the philosophy of “what’s right for one is right for all”. 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.
We will look at multiple avenues that can provide you with a retirement income. Stocks, bonds, mutual funds, real estate, debt, tax implications, cash flow (income and expense) current life insurance, safe money alternatives, and defined-benefit plans (e.g. social security, IRA's, orphaned 401k, traditional pensions) will all be analyzed.