At RFG Wealth Advisory, we believe investing should be accessible to everyone, regardless of experience or net worth. Whether you’re new to investing or have an established portfolio, we aim to make investment management clear and approachable.
We specialize in using Exchange Traded Funds (ETFs) to build portfolios designed to help you capture the market’s potential while keeping costs low and strategies simple. We’re here to guide you every step of the way, making sure that your investment journey aligns with your financial goals.
**ETF’s trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF’s net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.
*** Harbron, Garrett L., Daren Roberts and Jeffrey Johnson, 2016. The case for low-cost index-fund investing. Valley Forge, Pa.: The Vanguard Group
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investor
**ETF’s trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF’s net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.
*** Harbron, Garrett L., Daren Roberts and Jeffrey Johnson, 2016. The case for low-cost index-fund investing. Valley Forge, Pa.: The Vanguard Group
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investor
Holding onto cash might seem safe, but with rising inflation, the value of your savings can decrease over time. A 3% inflation rate can cut purchasing power significantly, impacting long-term financial security.
Waiting to invest can cost you valuable growth opportunities. Starting even a decade later can result in accumulating significantly less than those who begin investing earlier, despite similar annual contributions.
Market downturns are inevitable, but adopting a proactive investment strategy helps shield your portfolio against these fluctuations, securing your financial future.
Not sure where to start? Our team can help you develop a strategy to ensure you’re not left behind.
Our deep understanding of the Argyle and Denton County market allows us to provide investment solutions that are relevant and effective. We work closely with you to develop an investment strategy that is designed to meet your individual needs.
Benefit from the expertise of seasoned professionals who understand market complexities and strive to maximize your returns.
We create personalized investment plans that align with your unique financial goals and risk tolerance.
We take a proactive approach to managing your portfolio, ensuring you stay on track through market ups and downs.
Get professional guidance and a personalized investment strategy that aligns with your goals. Contact us today for a consultation, and let us help you make informed decisions for a more secure financial future.
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“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.”
The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
130 Old Town Blvd S # 100,
Argyle, TX 76226,
Tel: (940) 464-410
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