Getting Started:
Your First Steps With Us
List of Services
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1) With a 30-minute phone call or Zoom video, we learn about each other through questions and answers, assess our compatibility, and explore ways in which we could work together.
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2) Based on financial statements and other information about you that you provide us after the first call or Zoom meeting, we discuss your goals and their feasibility in view of your assets and risk profile.
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3) We conduct our due diligence and determine the primary ingredients for your financial plan, whether the emphasis is on reliable cash flow in retirement, or asset growth if you are still in the accumulation phase. We will create a document proposing our recommend strategy for achieveing your goals, our role in the process and our fees.
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4) We meet in the RFG offices to go over our proposal and answer any questions you might have. You may decide to engage us at this time to deliberate. If you decide to work with us, we both sign an advisory agreement and get started.
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5) We will handle the administrative task of transferring your assets to one of our custodians.
Main: 205-397-2450
Email: bagnew@rfgadvisory.com
Address: 1400 Urban Center Dr #475 Vestavia Hills, AL 35242
Wealth Advisor
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DISCLOSURE:
Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Bob Agnew RFG Advisory 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 an RFG Advisory client agreement is in place.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy, FINRA/SIPC.
Representative’s current registered states, please visit FINRA’s BrokerCheck.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.
Insurance products and services are offered through a number of insurance providers including RFG Solutions LLC, an affiliated company of RFG Advisory.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. 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 an RFG Advisory client agreement is in place.