RFG Wealth Advisory – Newsletter July ’24

  |   Chris Robinson   |   ,
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Welcome to Summer, 2024!

Reunions, fishing and fun are some of the stories you’ll see here!

Join us by clicking the picture below to see what all the RFG Team members are up to.

RFG Wealth Advisory News July '24
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We’re pleased to present the RFG Newsletter July ’24, written with you in mind.

Here are a few sneak peeks at what’s happening with RFG this Summer.

  • Chris Robinson:  Fishing and Travel
  • RFG University: New RFG Client Portal – Look what you can do.
  • JD Crowder: Newest Birthdays and Family
  • Lindsay Freeman:  Soccer and Martial Arts
  • Susan Dawson: Africa-Lions, Zebras and Elephants, oh my!
  • Emilio Gonzalez: New home, Mia and Fishing
  • Nick Noll: Birthdays, Birthdays and College
  • Mike Lemich:  Kid-Free and Family Reunion

Reply to this email and let us know your favorite summer activity.

Or send us a message to [email protected].

Disclaimer

Financial Success Doesn’t Happen by Chance.

Contact lead advisor Chris Robinson with RFG Wealth Advisory in Argyle, Texas to discuss your questions.

RFG Wealth Advisory is an independent, fee-only Registered Investment Advisor firm in Argyle, Texas. At RFG Wealth, our fiduciary duty ensures your interests always come first, and we maintain a transparent fee structure for your peace of mind. Contact us today!

Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.

Schedule a Free Consultation

“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.


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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