About
Our Services
Get concise ideas & solutions – personalized for you.
We Provide Retirement Peace of Mind
Overview
What We Do For You
We provide comprehensive retirement planning that includes social security maximization, tax analysis and minimization, and coordination of retirement benefits – along with distribution strategies.
Consulting
Analysis
Planning
Consulting
We listen carefully and help you set realistic goals and objectives – specific to your needs.
Our Services
What we Do Best
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Process
Our Unique Approach
Research & Analysis
We help you decipher the social security, investment, and distribution options available.
Roadmap planning
Next, we’ll carefully build a plan specifically designed to meet your goals and objectives.
Execute & Monitor
From accumulation to distribution, we provide ongoing service and support – to continuously ensure your plan serves your needs.
Clients
Trusted by Top Companies Around the Globe
From Our Founder
Make Your Own Opportunities
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Packages
Pricing Models For Every Need
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Basic
- Consulting
- Advising
- Business Planning
- Investments
Pro
- Consulting
- Advising
- Business Planning
- Investments
Get In Touch
233 Washington Ave, ste.207
Grand Haven, MI
616.607.8578
john@rfgroupmi.com
Advisors
Lori Kaminski, CFP®, NSSA®
Office | 616.607.8578
Email | lori@retirement-financial.com
John F. Kaminski, NSSA®
Office | 616.607.8578
Email | john@retirement-financial.com
Copyright © Retirement Financial Group, LLC. All rights reserved.
RFGroupMI.com | Retirement Financial Planning Services ™
Trademarks & brands are the property of their respective owners.
Copyright © Retirement Financial Group, LLC.
All rights reserved.
RFGroupMI.com | Retirement Financial Planning Services ™
Trademarks & brands are the property
of their respective owners.