Financial Planning Services in Argyle and Denton County

Financial planning is about more than just saving money. It’s a process that helps you make smart decisions about your finances to achieve your goals—whether that’s buying a home, funding education, or enjoying a comfortable retirement. By planning ahead, you can manage your resources effectively and make sure you’re prepared for whatever life brings.

Our Financial Planning Process

Initial Discovery

We begin with a detailed conversation about your current finances, long-term goals, and what’s most important to you. This step helps us build a clear picture of where you are now and where you want to be.

Strategy Creation

Using the information from our discovery session, we put together a financial plan that aligns with your goals. This strategy covers savings, investments, and budgeting, ensuring you have a roadmap to follow.

Review and Adjustment

Life changes, and so should your financial plan. We provide ongoing support, reviewing your progress regularly and making adjustments when needed to keep your plan on track.

Our Financial Planning Services

Financial Blueprint

Your financial journey starts with a clear plan. We help you create a financial blueprint that outlines your goals and the steps needed to achieve them. This plan covers everything from budgeting to long-term investments, helping you stay on track.

Probability of Retirement

We use advanced tools to assess how likely you are to reach your retirement goals. By calculating the probability of retirement success, we can adjust strategies to help you stay on track. This analysis offers a clear view of your progress and helps guide decisions that lead you closer to a secure retirement.

Goal Tracking Technology

Keeping up with your financial goals has never been easier. Our goal-tracking technology allows you to monitor your progress in real-time. This way, you can make timely adjustments and stay focused on what matters most.

Why Choose RFG Wealth Advisory

Local Expertise

We are proud to serve the Argyle and Denton County area, with a deep understanding of the financial landscape here. Our team knows the challenges and opportunities you may face, and we’re here to guide you through them.

Client-Centered Approach

At RFG Wealth Advisory, we believe that financial planning is personal. We work closely with each client, offering strategies that fit your life and goals. Our commitment is to help you feel confident in your financial future.

 Frequently Asked Questions

What is the best age to start financial planning?

It’s never too early or too late to start. The sooner you begin, the more time you have to reach your goals, but we can help at any stage of life.

How do I know if my financial plan is working?

We regularly review your plan and use goal-tracking technology to monitor progress, helping you stay on course.

How often should I update my financial plan?

It’s a good idea to review your plan at least once a year or when major life events occur, such as a job change, marriage, or having children.

What’s included in a financial plan?

A financial plan typically includes budgeting, savings strategies, investment planning, retirement goals, and tax planning, all customized to your needs.

How does financial planning help with retirement?

Financial planning helps you set retirement goals, manage your savings, and make informed decisions to secure a comfortable retirement.

Start Planning Your Financial Future

Take the first step toward financial peace of mind. Contact us today to schedule a consultation, and let’s work together to build a plan that helps you achieve your financial goals.

Free Assessment

  1. What is your PRS score? Are you on track?
  2. Fee breakdown. How much are you currently paying for your investments?
  3. Performance review. Can your investments be improved?

“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.”

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


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