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Our Four-Phase Process This involves four distinct phases:
1) Discovery and assessment
2) Awareness and learning
4) Recommendations
3) Alignment and implementation

We customize all phases to meet our clients’ needs and goals.

Our Fees:  We put you in the driver’s seat. We work on a meeting-by-meeting basis according to your needs and as long as you are finding value. Our fees are a combination of a flat fee and/or consulting arrangement. Meetings consist of in-office, virtual, and/or phone appointments. Let's start a conversation. Please contact us to learn how we can help you plan for tomorrow.

Disclaimer

Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory, Gallia Wealth Management Group, LLC., and Private Client Services are unaffiliated entities. Advisory products and 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 ADV Part 3, Form CRS, RFG Advisory ADV Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered 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 several insurance providers including RFG Solutions, LLC, an affiliated company of RFG Advisory. Neither RFG Advisory and its Investment Advisor Representatives nor Private Client Services and its Registered Representatives engage in the practice of law or accounting. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.