At RFM Financial Solutions, LLC we don`t want just a client we want a new friend. We don`t take the high-risk approach of concentrating only on the now. We want to improve your families` quality of life with investment advising based on preserving and creating multi-generational wealth. We want to serve, from the eldest to the unborn, through sound financial, tax, and estate planning.
As part of Robert F. Murray & Co., CPAs, we’ve been serving the people and businesses of this community for 50 years. We’ve helped our clients, as one of the region`s oldest and most respected firms, make sound financial decisions for estate planning and exit strategies for family-owned businesses. We allow you to focus on what`s most important – your family and business.
Having a predominately accounting and finance origin, we’ve come to value the idea that our livelihood is dependent on your faith in the objectivity and quality of our advice. Our interaction with you will reflect our honesty and concern for your interests, not ours.
We are not selling products, we are offering an ongoing, evolving lifetime process of financial management. Therefore, we insist on accountability of our performance to you. We provide a quarterly report to update you on the performance of your investments.
We understand how you can be overwhelmed with the number of possibilities for investment these days. With the increasing popularity of Internet, investment information and opportunities abound. But, do you really want to base your family or business` future on a “hot” computer with a shoddy business model, or even an impersonal broker who only calls you when you`ve lost money?
Investment options and choices have exploded in our lives. This doesn’t mean you need to become a financial expert. Let RFM Financial Solutions, LLC serve as a trusted resource for your financial and planning needs. We can make sense of the confusing amounts of data and help you tailor a plan for your needs.