A complete list of active advisors currently associated with Retirement Financial Group, LLC
Warmer can help you find a great advisor at Retirement Financial Group, LLC or one who fits your needs even better.
Retirement Financial Group, LLC provides investment advisory and consulting services to individuals, pension and profit‑sharing plans and their participants, trusts, estates, charitable organizations, corporations, and other business entities; the firm generally requires $250,000 to establish an advisory relationship but may waive that minimum. Services described in the brochure include cash flow, retirement, tax, insurance and estate analyses, education savings planning, portfolio analysis and investment planning, discretionary portfolio management, and rollover guidance. RFG typically implements client portfolios using model portfolios developed and managed by third‑party sub‑advisers, with the sub‑advisers handling research, security selection, trading and billing while RFG supervises asset allocation, rebalancing and ongoing client communication. Investment vehicles disclosed in the brochure include mutual funds, ETFs, corporate and municipal debt, structured notes, and direct indexing strategies, and accounts are reviewed at least annually. The firm is affiliated with licensed insurance agencies (Erik Morgan, LLC and Clark Shofner, Sole Proprietorship) and notes that associated persons are licensed insurance agents who may earn commission-based compensation for insurance sales, a dual‑compensation arrangement the brochure identifies as a potential conflict of interest. The brochure also discloses receipt of forgivable loans from field marketing organizations related to insurance distribution, and states clients are not required to purchase insurance from the firm’s affiliates while describing policies intended to address these conflicts.
To learn more about the advisors currently working at Retirement Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Beaumont, TX
| 0
| |
Beaumont, TX
| 8
| |
Beaumont, TX
| 1
| |
Beaumont, TX
| 13
|
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