When Performance Matters
For over 19 years, RG Advisors, Inc. has assisted our clients in sound financial planning and risk managed investment strategies for individuals and businesses. During that time, like many of you, we have seen and experienced both the ups and downs of the economy. Like life, we believe that proper planning during the good times enable you to weather the bad.
Whether you’re concerned with funding your children's or grandchildren's education, addressing your retirement needs, estate planning & survivorship appropriations, or managing taxation, our seasoned financial advisors are committed to helping your pursue your financial goals.
As an independent firm based in Dallas, Texas, we offer objective financial advice.
The result: Disciplined asset management and growth programs with the objective to provide financial confidence..
Helpful Content
Saving for College 101
Here’s a crash course on saving for college.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Surprises
Making the most of surprises is a great reason to work with us.