Private Client Services
We offer long-term, individualized life, health & disability insurance based solutions. Our clients want to protect their family, transfer their wealth & provide for the charities they support. Working with your CPA, estate planning attorney & other advisors, we develop a creative plan that is meaningful to you. Most importantly, we believe a purchase is only the beginning of a relationship, not the end of a sales process.
Corporate Client Services
We offer benefit plan solutions. Attracting & retaining valued staff members is critical in today's competitive market. A comprehensive benefits package that fits the needs of your business & employees can make all the difference. Your business needs a creative resource that can navigate you through a labyrinth of product, design, compliance & legislative change. We believe you need advice & support at the highest level for the best value.
What Makes RFG Different?
Expertise. Service. Continuity.
As an independent insurance agency, we are committed to giving you innovative advice, creating optimal value and treating you & your family as our own. While RFG has solidified this promise over 3 generations, our resources continue to evolve. The National Financial Partners Corp. platform gives you, our client unparalleled leverage.