Your dream. Our mission.
At RFT Investment Services, our Financial Advisors get a deep understanding of your needs, goals, and dreams before putting our investment expertise into achieving them. Every service we provide is delivered by objective advisors dedicated to your goals.
- Mutual Funds
- Fee based-Managed Accounts
- Exchange-traded Funds (ETFs)
- Unit Investment Trusts (UITs)
Retirement and Custodial Accounts
- Traditional and Roth IRAs
- 401k and 403b Rollovers
- Custodian for Minor Accounts
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Long-term Care Insurance
- Long Term Disability
- Single-Premium Wealth Transfer Insurance
- Fixed Annuities
- Indexed Annuities
- Variable Annuities
Investment Review & Risk Analysis
Our team will review your current investments to determine whether you are on track to realizing your goals and dreams. If changes are needed, we will work with you to create an investment plan based on your risk tolerance.
The right plan minimizes the distance to your goals. Our team of financial advisors and planners are ready to craft a financial plan needed to get you to your dreams sooner. And now, with the new RFT Wealth Manager, visualizing and reaching those dreams has never been easier.
Professionally Managed Accounts
With a managed account, your financial advisor—with guidance from our asset management team—will craft a diverse portfolio custom-fit and managed to suit your evolving needs and opportunities.
Whatever you dream of doing after your last day in the office, our financial advisors will work with you to develop a personalized investment strategy that makes it possible. Whether you’re just starting or rolling over existing IRAs, 401(k)s or other retirement plans, we are here to help.
Let us help your children get the education they deserve. We can work with you to create a plan to help you fund their dreams.
If you have gaps in your coverage, our licensed team can review your insurance coverage and recommend changes based on your needs.
Full Range of Investment Offerings
We offer a range of investments—plus insurance—designed to meet your needs and achieve your goals.