"If a coach wrote out a plan to help an athlete become better before next season and sent it home with him, what are the chances he would be in the same place next year?
Similarly, wealth planning operates under the same principle. My role entails coaching each client to help reach their goals rather than merely drafting an elaborate plan and letting them proceed independently."
-Brittani Schaefer
RFG Advisory is an innovative turnkey platform engineered to support independent financial advisors. RFG handles all the behind the scenes work so we can spend time doing what we love – serving you, our clients.
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Cooper Tower Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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