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.
Discipline-When to Sell
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Retirement Planning
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