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.
Helpful Content
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
College Savings
See how much you may need to save now to cover future college costs for your child.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
View all articles 
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators 
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Rightsizing for Retirement
What does your home really cost?

