provides clients with access to capital markets. Available investments are mutual funds, individual stocks and bonds, CD’s, options, Unit Investment Trusts, Variable Annuities, and Variable Life Insurance. Also available are brokerage accounts, IRA’s, 401(k)’s, 403(b)’s, Simple IRA’s, SEP IRA’s, and Roth IRA’s. Members of RFS help clients create and maintain an investment portfolio commensurate with their needs and risk tolerance utilizing an investment policy statement. Securities are offered through RAA.com, Member NASD/SIPC. RAA.com has over 3,500 licensed representatives in all 50 states and is a wholly owned subsidiary of American International Group (NYSE: AIG). RFS’s members are also independent insurance agents able to offer Life, Health, and Disability Insurance for individuals and groups from a myriad of companies.

provides strategic business consulting services. We provide strategic support services to corporate clients who are attempting to develop business plans and access capital markets. We assist in identifying legal, accounting, and trustee services. After the business plan has been written we work with our clients to identify sources of funding for their companies. We do not actively solicit for these funds. We do however assist the client in determination of appropriate capital structures. Representative case studies are available for review.

sponsors Invest$mart, our "investment bootcamp". Invest$mart provides both novice and experienced investors with an introduction to different investment alternatives and strategies, financial and retirement planning, how to read financial statements, and keys to managing a portfolio.