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Investment Management

How you invest your assets is integral part of the plan. Making sure your assets are working for you and towards your personal objectives is our priority.

  • Help you understand your risk tolerance
  • Develop a diversified risk adjusted portfolio
  • Recommend the appropriate investment vehicles
  • Monitor and re-balance your portfolio over time

We manage assets with a fee-based approach that aligns our goals with yours. In our fee based portfolios we are not compensated based on the products we recommend but on the success of our clients. We feel strongly on the investment products that we recommend that they can also be found in our RGB Financial Profit Sharing and 401k account, our children and grandchildren’s college accounts and our own personal investment accounts. We do for our clients what we do for ourselves and our family.

RGB Financial has been providing investment advice for over 30 years. We are currently managing $250 million in advisory client assets. We are affiliated with LPL Financial the nations largest independent broker dealer(as reported by Financial Planning magazine, June 1996-2018, based on total revenue) which allows us the ability and flexibility to find an investment option that will fit your personal needs.