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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Around the country, attitudes about retirement are shifting.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Currency has been around for a long time. Here’s a quick history lesson.
Being healthy not only makes you feel good, it may also help you financially.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How will you weather the ups and downs of the business cycle?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Even low inflation rates can pose a threat to investment returns.
Why are 401(k) plans, annuities, and IRAs so popular?