Financial Advisor Serving Raleigh, Durham & the Triangle

Financial planning represents the major cornerstone of your future financial independence. With so many factors to take care of and so much knowledge to acquire, it’s important to find the right financial advisor — a professional who can give you the time, care and insight you need. That’s why so many people are referred to RGA Investments.

A financial planner with over 15 years of experience, Rick knows the steps necessary for you to reach financial freedom. We’ll show you the financial adjustments you can make to live well without risking everything you have worked hard to create.

Our company was founded with the goal of assisting Raleigh-area clients in every aspect of their financial lives — investment portfolios, retirement planning, asset management and more. We provide the most personal wealth management services available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security in order to provide financial independence.

Our approach to financial planning

Our financial planning philosophy is based on three core principles: purpose-driven asset planning, tactical asset allocation, as well as consistent communication and reviews with our clients.

Your financial plan is a living, breathing concept. As your life changes, so will your plan. Our process of regular, timely portfolio reviews keeps your financial plan consistent with your needs.

Our Raleigh financial advising firm believes that education and understanding of your current situation is vital when making decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule a consultation, please contact us today. We’re proud to offer comprehensive financial services to clients in Raleigh, Durham, Cary and the surrounding areas.

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Your Financial Gameplan on
  • Your Financial Gameplan 9/15/2012
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  •   Download your weekly update here.     OUT-OF-THE-BOX WAYS TO PAY FOR COLLEGE   Many of these options go unrecognized.    Today’s average student borrower takes out more than $25K in loans. Education debt has reached record levels in America – more than $1 [...]

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  • Your Financial Gameplan 9/8/2012
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  •    Download your weekly update here.     THE MAJOR RETIREMENT PLANNING MISTAKES   Why are they made again and again?     Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from [...]

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