How We're Paid
RGF Integrated Wealth Management provides independent advice designed to help you achieve your financial and lifestyle goals through a planning-based approach. We focus on areas including retirement planning, debt management, estate planning, education funding and risk management.

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We believe in complete transparency regarding compensation and costs. We will always work towards your best interests. 
As providers of financial advice, portfolio management and various financial and insurance products, we are compensated in a variety of ways:

  • Fee for service – a flat or hourly financial planning fee
  • Commission – typically embedded in investment and insurance products or paid when a financial security, such as a stock or bond, is purchased or sold
  • Investment management fee – based on assets under our management in a specified fee program