It's Time to Think Differently About Your Money
We stay focused on market trends, so you don't have to.

Where You Are
We create financial strategies tailored to your goals.

Where You Want To Be
Years of experience have prepared us to guide you through your life transitions.

How You Get There
We believe values matter, and we live by ours every day.
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Client Centered
At R Group Financial we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.