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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

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for College

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

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Saving for College 101

Here’s a crash course on saving for college.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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