Services
What we can do for you.
We see the client-advisory relationship as a lasting, life-long partnership.
Again, our goal is to work closely with you to organize your financial life and prepare for the future. This requires a lot of different tools and strategies. But, the good news is, we can bring all those tools and strategies together in one place to simplify, streamline and make planning for the future easier than you imagined. Through Bluemonte, we prioritize planning over products and portfolios over prognostications.
Financial Planning
We’ll create a comprehensive, customized and lifelong financial plan to help you manage your financial life today while also preparing for an exciting future. Of course, this plan will change as your life does, but we’ll be there to provide the guidance you need and make adjustments that keep you on track to reach your goals.
Investment Management
We’ll build a personalized investment portfolio that’s aligned with your goals and objectives. We’ll utilize RFG’s innovative portfolio stress testing and risk assessment tools and meet regularly to review your progress and make any changes needed.
Retirement Planning
Retirement planning is always a top priority for our clients. That said, we’ll evaluate where you are today and determine what you need to do to achieve the future you want. We can also assist you in making investment choices within your existing retirement plan savings.
Education Planning
Whether you want to continue your own education or make plans to pay for your grandchild, we can help you with smart planning and tax-advantaged savings accounts.
Insurance Services
Risk management is a critical part of any comprehensive financial plan. We offer you the insurance guidance you need and also assist with finding the best policies for your plan and budget.
Legacy Planning
We can help you minimize tax liability and maximize the legacy you leave for your family or other beneficiaries.
Trust and Foundation Planning
When used in estate and succession planning, trusts and foundations can offer asset protection, tax benefits and privacy. We have experience helping individuals, families and businesses establish, fund and plan for trusts and foundations to support causes they care about.
FETCH Financial Hub
You’ll have on-demand access to all your financial information in one centralized place, including real-time statements and customized reports related to your financial plan. You can also organize and store important financial documents for easy access and peace of mind.