Investment & Portfolio Management
RFM Financial Solutions builds and manages properly diversified, well researched investment portfolios. Our asset allocation, investment discipline and risk management techniques are designed to fit each individual client.
Our style of investing eliminates emotional decision making and provides our clients with peace of mind and a long term perspective. We are able to accommodate client’s individual needs, since we do not use a cookie cutter approach to investing.
In addition to Investment Planning and Portfolio Management, our integrated capabilities also include:
- Estate Planning
- Retirement Planning
- Charitable Planning
- Higher Education Planning
- Cash Management Programs