Birmingham, AL – November 15, 2019 – Marking the third affiliation in as many weeks, RFG Advisory is excited to announce that Micheal Heckman of Sable Point Wealth Management, headquartered in Michigan with an office in Ludington has joined its growing network of Independent Financial Advisors.
As a martial arts instructor, Michael knows the importance of executing a strategic plan and knew that his next move was the most important of his career “The wealth management industry is changing, as a young Advisor with several decades ahead I wanted to partner with a firm that would allow me to deliver a truly game-changing experience to my clients,” says Micheal. “RFG Advisory supports my entrepreneurial vision and the services they deliver via their turn-key platform represents the future of our industry.”
With 10 years of experience under his belt and credentials including a Master of Science in Finance – Personal Financial Planning, a CFP®, CERTIFIED FINANCIAL PLANNER™, a BFA™, Behavioral Financial Advisor, a CDFA®, Certified Divorce Financial Analyst and a AWMA®, Accredited Wealth Management Advisor, Micheal offers comprehensive financial planning and investment management with an emphasis on understanding his clients goals. “The role of a Financial Advisor is changing,” added Michael, “we aren’t just wealth managers anymore we are life managers helping our clients to achieve their dreams.”
As he conducted his due diligence process, Micheal knew that he wasn’t just looking to start an independent practice, he wanted to build a values-based company. With RFG, Micheal had this opportunity naming his firm Sable Point Wealth Management, in honor of his family’s Northern Michigan roots. “RFG’s branding and marketing team took a picture of the big Sable Point Lighthouse where my Grandfather served as the lighthouse keeper in the 60’s and from that image helped me realize all the dreams I’ve had about independence.”
“A beacon of light,” added Bobby White, Founder & CEO of RFG Advisory. “That’s a different way of stating what we hold to be a sacred truth at RFG that through true independence an Advisor can deliver world-class service to their clients and build enterprise value for their family.”
Additionally, Micheal’s partnership provided him access to RFG Capital for his new venture. “RFG Capital lives by their tag line – Your Goals. Our Funding. – today I needed a small amount of start-up capital, but tomorrow I’ll need access to capital to fund succession plans for Advisors looking to retire.”
About RFG Advisory
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and an RIA third. RFG Advisory delivers a turn-key integrated technology platform and institutional-caliber investment management to equip advisors to be the CEO of their practice, not the COO. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, RFG Capital buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence.
About Private Client Services
PCS was founded in 2001, has more than 90 branches across the U.S. and serves hybrid Registered Investment Advisors and dually registered IARs with a personalized level of service. PCS partners with Pershing, LLC, the industry’s largest clearing firm, to clear transactions and custody assets, allowing PCS to support the contemporary technology products and services at RFG. Private Client Services’ home office is located at 2225 Lexington Road, Louisville, KY 40206. Securities offered through Private Client Services, member FINRA/SIPC. Investment advice offered through RFG Advisory, a Registered Investment Advisor. RFG Advisory, Sable Point Wealth Managment and Private Client Services are all unaffiliated entities.
Kristy Puckett | 205-397-2459 | firstname.lastname@example.org