Chris Robinson, ChFC
Are you successful but overwhelmed by the lack of progress in your financial life? You’re not alone. Many individuals find themselves in this situation, struggling to navigate the complexities of financial planning. That’s where the RFG Blueprint Process comes in. This robust framework helps reshape your financial future.
A Pathway to Financial Success
Chris Robinson, founder and president of RFG Wealth Advisory, with nearly three decades of experience, understands the challenges you face when securing your financial future. With the RFG Blueprint Process, he can offer you a clear and structured roadmap for achieving your financial dreams.
The Blueprint’s Nine Vital Sections
This transformative process encompasses nine essential sections, each designed to address specific aspects of your financial life:
1. Assets
The process begins by evaluating your existing investment accounts, including 401(k)s, IRAs, and other investments. Your advisor assesses their performance, risks, and fees, clarifying your financial holdings.
2. Cash Flow and Savings
Analyzing your income sources, spending patterns, and savings strategies helps determine your financial health. The Blueprint explores various savings options, both within and outside retirement plans, while also addressing debt management.
3. Retirement Goals and Social Security
Achieving your ideal retirement lifestyle is a central focus. The Blueprint crafts a personalized plan, factoring in your retirement age, desired income, and strategies like Social Security optimization and potential Roth Conversions.
4. Risk Management and Insurance Review
Ensuring you’re adequately insured is paramount. We will comprehensively review your insurance coverages, identifying gaps and optimizing your policies.
5. Income Tax Planning
A thorough assessment of your tax situation lays the groundwork for strategic tax planning. The Blueprint identifies potential tax-saving opportunities like Roth Conversions and Qualified Charitable Distributions, aiming to maximize your wealth.
6. Business Planning
Essential considerations such as entity structure, succession planning, and retirement strategies are addressed for business owners. The Blueprint fosters a “profit-first” mindset to ensure your business and personal finances thrive.
7. Estate Planning
If necessary, your estate plan is carefully reviewed, updated, or created from scratch in coordination with an estate attorney. Complex family dynamics or special needs are considered to secure your legacy.
8. SWOT Analysis
An in-depth analysis of your financial strengths, weaknesses, opportunities, and threats guides the development of actionable strategies.
9. Financial Goals and Bucket List
Setting and working towards financial goals is a crucial step. The Blueprint helps you create the wealth needed to fulfill your aspirations, including items on your bucket list.
A Blueprint for Transformation
The RFG Blueprint Process empowers you to take control of your financial future. It’s a comprehensive, step-by-step guide to financial success, ensuring you make informed decisions and avoid costly mistakes.
Contact Chris Robinson
Ready to embark on a transformative journey toward financial success? Contact Chris Robinson, the lead advisor at RFG Wealth Advisory in Argyle, Texas, at 940-464-4104. Let’s schedule a time to discuss how the RFG Blueprint Process can reshape your financial future. At RFG Wealth, our fiduciary duty ensures your interests always come first, and we maintain a transparent fee structure for your peace of mind.
Please don’t wait until it’s too late to secure your financial future. Let the RFG Blueprint Process be your guide to financial success. Call us Today!
Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.