We are a full service financial planning firm dedicated to providing you with high quality service and personalized advice for your unique situation. Our wealth management and financial planning services have benefited our clients who range from individuals and families, to physicians and business owners. Read on for some of the reasons our clients love working with us.
Why work with Rivertan Financial Group?
We're independent – Being independent means we have no ties to any financial institution or insurance carrier. We have the freedom to recommend products which make sense for you and your financial situation, which is important to us when it comes to truly doing what's in your best interest.
We listen to you – We want to get to know you on a personal level, understanding who you are, how you think, and what matters most to you. Through listening, we will gain an intimate knowledge of your priorities, which will help us when it comes to designing a customized financial plan to meet your unique goals and needs.
We believe in enduring relationships – When you work with us, you're entering into a unique long term relationship. We believe that only through a trusting and long lasting relationship with our clients, can we help them fulfill their vision of the future.
We’re team players – We collaborate with your other outside professionals - such as tax advisors and estate planning attorneys - to coordinate your financial plan. By taking a coordinated approach, we help ensure prompt action and optimal outcomes.
We care – Our goal is to not only help you grow and protect your assets, but to secure your financial future. We truly want to to see you achieve your financial goals, and when you do, we get the utmost satisfaction in knowing that we played a part.