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About Us

It takes more than a good investment to help you secure your financial future. It takes careful planning and coordination of all aspects of your financial being to result in a true comprehensive financial plan for you or your business. In order to receive a comprehensive plan, it is imperative that all facets of your financial picture are addressed simultaneously and by the appropriate individuals. Furthermore, this plan is worthless if your changing needs aren't addressed on a continual basis to help ensure that the plan is doing what you want and need it to. 

The professionals at River Financial Group (RFG) have realized the importance of handling all your financial needs at once and continuously revisiting them to maintain the right direction. While we bring a lot of combined experience to the table, we don't claim to be experts at everything. That is why we have aligned ourselves with specialists in the areas of tax consulting and preparation, will, trusts and estate planning, banking needs and debt management. If you're a business owner, we also have the resources necessary for group benefits including benefit cost management, employee retention and business continuation.

While there are many things to consider when planning for you financial future, you can rest assured that RFG will pull it all together to implement the steps necessary to put you where you want to be. Please feel free to contact us at 440-730-3131 for more information on how we can deliver the most comprehensive financial plan for your needs.

Confidence

It takes more than good investments to secure your financial future. It takes careful planning, knowledge of financial products and understanding of the marketplace. In order to achieve ultimate results, it is imperative that all your financial needs are addressed simultaneously.

Our clients undergo a thorough process, which results in a comprehensive plan tailored to their needs. Our solutions, coupled with periodic evaluations, help our clients obtain the financial security they desire.

Strategy

In order to remain competitive in your market, it is necessary to meet ever-changing industry standards and demands. RFG has the knowledge to devise intricate plans suited to your unique business needs. We create solutions for your business by employing tactics that will effectively identify and fulfill your overall business strategy.

We understand many companies may not require an entire business plan. RFG develops and implements cost effective, single needs strategies for your company when they are needed.

Knowledge

Our comprehensive approach to creating solutions for individuals and businesses has been the core of our success. With decades of combined experience in the financial services industry, RFG currently serves over 1,000 business and individual clients.

Our planning methods perform best when we envision our client's financial picture in its entirety. People's lives change daily, as well as their financial situation. RFG is devoted to keeping abreast with current information, technology and products to ensure we are continually providing you with educated guidance. We promise to provide an unparalleled level of service, while being genuinely committed to maintaining your financial future.

Strength

In order to provide a truly comprehensive financial firm for our clients we have aligned with specialists in the areas of tax consulting and preparation, wills, trusts and estate planning, banking needs and debt management.

Our team is focused on one principle: leverage our individual strengths to find the best, most comprehensive solutions for our clients.

FINANCIAL POSITION
Current assets, Current liabilities
Current income, Current expenses

RISK MANAGEMENT
Identify current and future risk exposure
Insurance needs analysis
Evaluate cost effectiveness of current coverage

INVESTMENT PLANNING
Accumulation goals, Risk/return analysis
Review current portfolios
Asset allocation recommendation

EMPLOYEE BENEFITS
Health Insurance
Dental/ Life/ Disability/ Vision
Employee Paid Worksite Benefits

EDUCATION PLANNING
Educational cost projections
Account selection
Determine proper investment strategy

RETIREMENT PLANNING
Income needs analysis
Retirement income and tax estimates
IRA rollover analysis, Pension maximization
Qualified plan distribution recommendations

TAX PLANNING
Review of Federal and State returns
Cash flow analysis and estimates
Coordination with overall financial plan

ESTATE PLANNING
Estate documents review/recommendations
Develop estate plan, Trust assistance/coordination

BUSINESS PLANNING
Business entity analysis, Employee benefits analysis
Business continuity/succession planning
Retirement plan establishment/consulting