It is an honor and a privilege to help clients manage their money.
We go above and beyond to provide the level of service and professionalism that each client deserves when dealing with their life savings. Each RFM Financial Solutions client can call at anytime to get an answer to their questions and ensure that they get personalized, first class service.
Hourly Client Services include:
- Meeting(s) with client to determine investment goals and risk tolerance
- Set up account(s) with discount broker
- Monthly statement from discount broker
- On-line access to account(s) through discount broker
- E-statements and E-confirmations to cut down on required postal mailings from discount broker
- On-line banking and money services
- Invitation for annual meeting (client’s option)
- Available anytime that a client would like additional counseling
Quarterly Client Services include:
- Semi-Annual Meeting(s) with client to determine investment goals and risk tolerance
- Set up account(s) with discount broker
- Monthly statements from discount broker
- On-line access to account(s) through discount broker
- E-statements and E-confirmations to cut down on required postal mailings from discount broker
- On-line banking and money services
- Monthly review of account
- Quarterly reports from RFMFS