FOR FAMILIES & INDIVIDUALS

SCHEDULE A CALL

Day: July 8, 2021

Contemplating Divorce? Here’s What You Should Do First

If you’re contemplating divorce, what preliminary steps should you take to prepare?  “It sounds so obvious, but if you’re going to go down this road, you need to know your cash flow,” said certified financial planner Chris Cipolla, wealth advisor and certified divorce financial analyst with RFG Advisory in St. Louis, Mo.  “Clients are coming […]

Planning for Real Life, Asking the Awkward Questions – Jim Sumpter

“Which one of your children would be the best at bathing you?” asks Jim Sumpter, certified financial planner and wealth manager with RFG Advisory in Birmingham, Alabama.  It’s a somewhat shocking question, but Sumpter has learned that posing provocative questions helps clients face the realities of potential future scenarios.  In the above case, he wants […]

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.

Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.

Site Design by Brand Neue Co.

Schedule a call