RFG Planning Portal!

Announcing our NEW-RFG Planning Portal! This upgraded portal offers enhanced features that will help us work together more effectively to build your financial plan.

Key Features:

Account Balances: View your account balances at a glance.
Financial Planning Tools: Collaborate with your advisor and fine- tune your plan.
Information Management: Easily enter and update information to for up-to-date accuracy.
Secure Document Vault: Store important documents and correspondence securely.

We are currently transferring documents from the old portal’s vault to the new one for a seamless transition.

If you are registered, log in today.

If not, call us, and we’ll get you set up! 940-464-4104

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form ADV and Form CRS, available at the bottom of this page.

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.