We have a vision.

And that is — Guided by the spirit of God, to create a financial services environment by caring for those in economic transition that they may grow in knowledge and understanding.

Likewise, we have a mission.

Ours is to provide financial planning, education, products and services to individuals and organizations — like you.

We will help you make the most of the transitions in life to create a personally charted course for the future.

Planning is about potential, and financial planning is a process of discovery and action, risk and reward.

Wherever you’re headed, we’ll help you get there.

News Update:

Look for the 2012 Scholarship Winner to be announced mid-March!
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RFS staff on Lou’s 85th birthday; from L-R are Andrea Tarbet, Wendy Cole, Deb Romary & Janyce Durnell and seated, Lou Hamm. Adrienne Romary - attorney at Carson Boxberger and her mom, Deb Romary.

Life changes.

While there is no script or crystal ball to forecast our futures, what we offer is carefully tailored planning and a variety of smart products to help you make sound and savvy decisions for your short- and long-term goals:

• Annuities
• Mutual funds
• Stocks
• Life insurance
• Generational planning
• Wealth transfer plans

We’ll help you consider your options and move forward with confidence. It’s our calling, and we love what we do.

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Need to change your address or update your account information?

Contact your company below:

Visit website or call 888.266.8489 for annuities & 800.800.9882 for life insurance

Visit website or call 800.421.4225

Visit website or call 877.752.2237