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RFC Financial Planners

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Financial Consultant·Ann Arbor, MI·Directions

5263 Plymouth Road

Ann Arbor, MI 48105

(734) 272-4224

Website iconwww.rfcfinancialplanners.com


About this business

In addition to serving their own clientele, from 2002 to 2007 Mike & Adam were employees in the case planning department of Sigma Financial. They provided training, advice, investment strategies and financial planning recommendations to approximately 1,200 investment professionals across the country. They are also licensed in life, health and disability insurance and hold both the Accredited Investment Fiduciary and Certified Wealth Strategist designations.

Products and Services

Investment management Risk management Estate planning College planning Retirement planning Independent planning Business financial planning University fidelity & TIAA Cref accounts Values based investing


info@rfcfinancialplanners.com

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