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
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
View all articles 
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
View all calculators 
Saving for College 101
Here's a crash course on saving for college.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

