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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Building Your Legacy
A four-step framework for building a personal legacy.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A look inside the U.S. government's statistics on household net worth.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
It may help your business be better prepared in the event of the death of a principal or key employee.
A quick look at how federal income taxes work.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
All about how missing the best market days (or the worst!) might affect your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We’d love to help you prepare.