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Why choose
Financial Craftsmen?
Experienced
Our clients get 30+ years of investment advice and experience when they partner with us. We've weathered the booms & busts of the economy and we're still here to serve as your trusted Financial Advisor.
Knowledgable
The financial industry is constantly changing. We continually keep up to date with new laws & regulations and even the market direction. Our clients are in the know because of it.
Available
Our clients have access to us directly. If an issue arises or life changing event occurs, we answer our calls or schedule time to meet. You'll never be left guessing if we're still alive!
Independent
As an independent financial services firm, we are not limited to any particular firm’s investment or 401(k) offerings. That means we are truly free to serve the specific needs you have!
Certified
It can look like alphabet soup behind our advisor's names but rest assured that all the letters represent a higher form of professionalism & knowledge in the form of a certification. Just to list a few: PPC™, AIF®, RF™.
Fiduciary
To best serve our clients we always take a Fiduciary stance when we provide advice. This means we are governed by a code of professional ethics and it is our Fiduciary responsibility to put our client’s best interest first.
Service Model
Our 5-part Service Model efficiently guides and monitors the success of your retirement plan. It's designed to provide greater participant outcomes.
Financial Education
We are big on financial wellness. This is why we are hands on when it comes to educating you on how to have a successful financial future. Through seminars, articles, and handouts, there is no lack of resources we have to make sure you are prepared to succeed.
Fee Based
We have set out to be Fee Based on as much as possible in our practice. Our practice maintains transparency on our fee structure so you know exactly what you pay for the services you receive.
Dedicated
We didn't get to where we are today by coasting. If the market is open, so are we...sometimes even when it is not.
Team
We have built a team ready to serve your financial needs. More than individuals directly on the payroll, we have allies in the industry to address any financial concern that could arise.
RPAG Difference
Retirement Plan Advisory Group is an alliance of retirement plan advisors that have come together to improve and advance the retirement plan industry through technology, systems, and services. We are a proud member of the RPAG Team.
Ready to choose Financial Craftsmen for your retirement plan services?
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