Strategic Wealth Transfer Plans

RG Financial Partners, Inc. specializes in Strategic Wealth Transfer Plans (SWTP). SWTP is decidedly different and much more sophisticated than more commonplace Financial Planning. It occurs when clients identify where they want themselves and their family to be in future; based on downstream objectives that may be 50 to 100 years from now, RG Financial Partners, Inc. helps clients navigate to their destination. This long-term, large-dream approach requires the use of many investment, legal and accounting techniques. Central to SWTP is a focus on Multi-Generational Planning. Critical to client success is the development of an exceptional advisory team including legal and accounting support. We are very happy to work with outside client advisors who share your vision.