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14180 Dallas Parkway
Suite 500
Dallas, TX 75254

RG Advisors, Inc.

(972) 831-8867

 
Retirement Redefined Social Security: By the Numbers The Cycle of Investing Rightsizing for Retirement

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..


Services

We create strategies tailored to your goals.

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Independence

We offer objective financial advice.

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Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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