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
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Doubling Your Money
This calculator demonstrates the power of compound interest.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Emerging Market Opportunities
What are your options for investing in emerging markets?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.