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How RJG Financial Assists Clients – Key Takeaways:
RJG Financial is a well-respected financial firm that offers a variety of services to help clients achieve their financial goals. Here are some key takeaways about how the firm assists clients:
- Provides expert financial advice and guidance
- Creates personalized financial plans based on individual needs
- Offers a range of financial services to meet different financial needs
- Works with clients to develop and achieve financial goals
- Regularly monitors and adjusts financial plans to reflect changes in client’s circumstances
Facts and Insights:
RJG Financial has been in business for over 20 years and boasts an impressive track-record of helping clients reach their financial goals. The firm has a team of experienced financial advisors who are experts in their field and are dedicated to providing top-notch service to their clients.
According to publicly available data, as of 2021, RJG Financial has over $500 million in assets under management and employs a team of more than 50 advisors. This strong financial standing and experienced team make RJG Financial a reliable choice for clients looking for financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 1998 | $100 million | 10 |
| 2008 | $250 million | 30 |
| 2021 | $500 million | 50+ |
Financial Services Offered:
RJG Financial offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Business planning
Client Types:
RJG Financial works with a variety of clients, including individuals, families, and businesses. They have the expertise to assist clients of all ages, income levels, and financial backgrounds, helping them achieve their unique financial goals.
The firm also specializes in working with high net worth individuals, offering specialized services to help manage and grow their wealth.
Fees & Compensation:
RJG Financial operates on a fee-based model, where clients pay a percentage of their assets under management. This means that the more the client’s assets grow, the more the firm earns, creating a mutual incentive for success.
The firm also offers commission-based services for insurance and other products, but this is always fully disclosed to the client before any transaction takes place.
Background:
RJG Financial was founded in 1998 by financial expert Robert J. Green. With decades of experience in the financial industry, Green saw the need for a client-focused financial firm that could provide personalized and comprehensive services to its clients.
Starting as a small independent firm, RJG Financial has grown into a reputable and highly respected financial advisory firm with a loyal client base and an experienced team of advisors.
Financial Advisor Disclosures to Know:
In the interest of maintaining transparency and trust with clients, RJG Financial adheres to strict regulations and ethical standards set by governing bodies such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
The firm also has a strict compliance program in place to address any potential conflicts of interest and protect the best interests of their clients.