Questions:

• Do I meet the qualifications to be a client of RG Financial Partners?
• What will RG Financial Partners do for me?
• What kind of experience will this be for me?
• What do you need from me for the first meeting?
• What is the average size account?
• How many clients do you have?
• What are your assets under advisement?
• What are the characteristics of the “usual” RG Financial Partners client?
• How much does it cost to work with RG Financial Partners?
• Is there a cost for the first meeting?
• What other services are offered at RG Financial Partners?

Answers:

Do I meet the qualifications to be a client of RG Financial Partners?

Our clients typically have net worths exceeding $5 million, with either or both real estate or business interests. In addition, they have other investable assets, usually in excess of $1 million. Their concerns revolve around creating a family distribution system that transfers not only their net worth but their family values.

What will RG Financial Partners do for me?

On the broadest level, we will listen to you and, based on your goals and objectives, help you construct a strategic plan for your assets that delivers lasting value to your heirs. More specifically, we will work for you to make sure that your assets get where you want when you want how you want to whom you want.

What kind of experience will this be for me?

Based on over 25 years of client experience, we believe that you will enjoy great comfort from working with us. You will receive sound answers to hard questions. Finally, you will benefit from working with advisors who care about you and your wishes.

What do you need from me for the first meeting?

We ask that you bring an open mind and be willing to complete a short questionnaire designed to help us better understand your needs and circumstance.

What is the average size account of investable assets?

For newer clients, the average investment portfolio (excluding business interests and real estate) approximates $1 million, although many clients exceed this amount.

How many clients do you have?

By contrast to many firms who work with hundreds of clients, we work with about 120 client families. We prefer to keep the number of clients low, to maintain a high degree of exceptional client service.

What are your assets under advisement?

While we indirectly advise on over $1 billion of client net worth, we directly advise on over $150,000,000 of investable client assets.

What are the characteristics of the “usual” RG Financial Partners client?

The usual RG client is a family unit which is motivated to keep net worth in the family at the same time that it wants to “tell its story” to future generations. Our clients are very successful in business and extraordinary as people.

How much does it cost to work with RG Financial Partners?

Pricing is customized to the client's needs and requirements. This is specifically true when we are developing a strategic wealth transfer plan that encompasses multiple aspects of a family's finances. We generally work on a quarterly advisory fee basis customized to the scope and complexity of the client's situation.

Investment management fees are calculated based on the following table:

All fees are subject to change with a 30 day notice.

Is there a cost for the first meeting?

Our first meeting with you is complimentary. We invest in clients before we expect them to invest in us. This time together allows both of us to determine if there is a basis for working together.

 What other services are offered at RG Financial Partners?

Under our emphasis on Strategic Wealth Transfers, we offer a broad array of services that supplement our efforts. These services include Estate Planning, Risk Management, Wealth Management, Retirement Planning, Business Planning, Charitable Giving, and more importantly for many clients, Multi-Generational Planning.