R Group Financial has been serving the Twin Cities area for over 30 years. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. We also offer our clients a variety of valuable services including:
- Comprehensive Financial Lifestyle Planning
- Legacy, Estate, and Philanthropy Planning
- Tax Minimization Strategies
- Risk Management and Asset Protection
- Enhanced Portfolio Reporting
- Frequent Communication and Education
- VIP Access to Private Client Events
Schedule Your Second Opinion
Submit your name, email, and phone to get a second opinion on your current financial portfolio schedule an in-office, no obligation consultation and receive your $75 gift card.
* $75 gift card offer for new clients only with scheduled appointment.