Welcome to Rivertan Financial Group
In today's fast-paced environment, finding the time to manage your personal finances can be a challenge. As a successful individual, the majority of your time is already spent between furthering your career, growing your small business, or fulfilling commitments to your family. These competing demands on your time can make managing your finances on your own difficult, and sometimes even stressful.
You may also be overwhelmed by the sheer volume of information available from myriad sources, the increasingly complex and ever-changing financial product environment, or by uncertain global market conditions.
At Rivertan Financial Group, we understand the various obstacles you face and offer solutions and guidance to meet your financial needs.
Whatever your goals ... we can provide a bridge.
Utilizing our expertise and extended network of professionals, we can help you organize your assets, develop a roadmap for financial success, define and achieve your goals, and gain confidence in your financial future.
Most importantly, we provide our clients with advice and guidance that is balanced and objective. Rivertan Financial Group is an independent firm. We have no affiliation with any investment firm, banking institution, or insurance carrier, which means that our commitment is solely to our clients. We value our client relationships above all else and will always seek to serve your best interest.
Please take some time to explore our website further to learn more about our firm and how our services may benefit you.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Apps that help small business owners better manage and grow their business.
Do you know where the idea of “retirement” comes from?
Four vacation destinations you might never have thought of.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When do you need a will? The answer is easy: Right Now.