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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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This calculator shows how inflation over the years has impacted purchasing power.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.