It’s not about a rate of return

Daniel

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Daniel Sitar

Financial Advisor & Portfolio Manager

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As the saying goes, money cannot buy happiness. However, having confidence in your financial decisions and your ability to reach your long-term objectives results in security and peace of mind. At RGF Integrated Wealth Management, our trusted and experienced advisors have been providing independent financial advice for almost 50 years. The close relationships that we have with our clients often span multiple generations and are based on openness, honesty and sincerity.

Plan Well. Live Happy. With great planning comes great security: we believe that combining a personalized plan with seamless implementation leads to well-informed and confident financial decisions. This reduces stress and results in positive outcomes for you.

Our advice upholds the pledge that your well-being is our priority. Our independence means that the plan we develop will suit your needs. After gaining a deep understanding of who you are and where you want to go, we develop and implement a clear, concise financial plan to help you live a fulfilling life; we scan the whole marketplace to find the best solutions for you. It is our proven process for creating meaningful happiness.

We want to take the worry out of your financial decisions and inspire confidence in your future; our holistic approach does exactly that. Investment management is an important aspect of the advice we provide, but it’s far from the only one. In addition to designing customized investment portfolios, we work with our clients in other key areas, including:

 

This type of holistic planning allows our clients to look past short-term challenges and focus on achieving long-term goals.

At the end of the day, it’s not about a rate of return. Working with a trusted financial advisor with your best interests at heart helps you weather any challenges that may arise and achieve meaningful happiness for you and your loved ones.


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