Retirement Funding Advisors is committed to helping our clients define, document and manage unique investment and financial goals. This is an interactive and dynamic process, since circumstances sometimes change our clients’ goals. Many scenarios are tested, and ultimately, a plan is developed that links the financial objectives and the investment strategies in a manner that we believe increases the likelihood that our clients’ goals are met.
Retirement Funding Advisors is one of this year's Top 300 Best Registered Investment Advisers. The 2015 FT 300, a ranking of the nation's top Registered Investment Advisors compiled by the Financial Times, announced the rankings June 18, 2015. To view the press release, click here.
RFA creates a distinct investment strategy for your goals, such as college education, preparing for retirement, and/or estate planning. Each strategy is then integrated into an overall plan that seeks broad diversification and tax efficiency. For retirement plans, RFA acts as a fiduciary for the investment advisory services provided. The process begins with an Investment Policy Statement that details the investment strategy, goals and fiduciary responsibilities. In the case of 401(k) plans, RFA creates multiple risk-based model portfolios from a customized investment menu. The models allow participants to invest in a well-diversified investment strategy, based on their own risk profile. For endowments and foundations, RFA works to maintain a sustainable balance between growing the portfolio and generating income in accordance with its Investment Policy Statement.
In addition to being named to Financial Times 2015 FT 300 list, RFA also was recognized as one of HOUR Detroit's FIVE STAR Wealth Managers in 2010, 2011, 2012, 2013 and 2014. Click here for a link to learn more.