quotes

WHAT CLIENTS ARE SAYING:

When asked what problem(s) they were trying to solve by working with us, Tim & Suzi said:

“Attentive, focused, attuned to our concerns, peasant. Eager to take the time necessary for thorough understanding.” “The ability and desire to provide the clarification we need without being rushed. The usual attention to detail. Their ability to step back to see a clients different need or perspective.”

Tim and Suzi are investment advisory and insurance services clients who have not been compensated for this statement. 2.10.22

Tim & Suzi

When asked how our firm has exceeded expectations, Ken Anderson stated:

“Listen intently, follow our plan, and frequently meet.”

Ken Anderson is an investment advisory and insurance client and has not been compensated for this statement. 2.10.22

Ken Anderson

When asked how we have exceeded their expectations, and the main reason for working with our firm, Thomas B. stated:

“Very engaging and competent.” “RSG has been very helpful in planning our retirement and truly seem to care about us as clients and
people.” “RSG provides a menu of services that addresses needs across age groups and financial platforms.” “The entire RSG staff show
a level of engagement and customer service that I have rarely encountered in business.”

Thomas B is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client’s
experience. 2.10.22

Thomas B.

When asked the main reason for working with our firm, Michael stated:

“Good balance between our advisors.”

Michael is an investment advisory and insurance client and has not been compensated for this statement. 2.10.22

Michael

“Alan is very knowledgeable in the products that he recommends. Someone has gotten back with answers to questions I have, in a timely manner. The organization has full service financial options all under one roof."

Lee & Cheryl Simkins are investment advisory and insurance services clients who have not been compensated for this statement. May not be representative of all client’s experience. 2.10.22

Lee & Cheryl Simkins