When you choose RS Financial Group as your investment advisor to help you with your company's Key-Person Insurance, 401k, Profit Sharing, SEP, or 403B retirement planning needs, 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.