The Revolutionary Financial Group Process
The mission of Revolutionary Financial Group is to be a reliable, professional resource for all high-net-worth individuals at or near retirement. We strive to provide a source of knowledge pertaining to the financial matters that apply to your unique situation. We will provide advice based upon our three decades of experience in the financial industry. We will serve our clients with the highest levels of integrity.
We take the following four-step approach in developing our strategy for a more secure future.
Identify short- and long-term objectives
We help you to identify and understand your objectives, the first step to developing a strategy for a more secure financial retirement.
Identify your options and how each will affect your situation
Everyone's situation is different, so we want you to understand how each decision we make together can affect you and the strategy we're developing. We consider your risk profile to determine how much should be put into higher-risk investments and more conservative alternatives. We help you stay within your comfort level instead of chasing those short-term market returns.
Build the right financial strategy for you
Personal preferences, cash flow needs, short- and long-term goals are just a few ways to invest your money. Today, there are more investment vehicles than ever before, including some more conservative alternatives. Together, we can build a strategy to help you realize a more secure financial future.
Schedule periodic reviews
Periodic reviews enable you stay on course, address many changes that may occur and ensure that goals are accomplished. We will keep you informed via periodic reviews.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers
Managed Money Options
Bull/Bear Market Strategies
Risk Assessment
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Tax-Efficient Strategies
Portfolio Analysis
Roth Conversion Options
Guaranteed Income Planning
Written Retirement Plan
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.