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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Knowing the rules may help you decide when to start benefits.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Being healthy not only makes you feel good, it may also help you financially.
A four-step framework for building a personal legacy.
In the face of divorce, making changes to insurance coverage may be overlooked.
This checklist can give you a quick snapshot of how prepared you are.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Make your retirement as exciting as your next vacation.
When markets shift, experienced investors stick to their strategy.
Understanding the cycle of investing may help you avoid easy pitfalls.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When you retire, how will you treat your next chapter?
You’ve made investments your whole life. Work with us to help make the most of them.