We invite you to discover our unique financial planning style. We pride ourselves on providing an educational, comfortable and professional experience that gives you confidence in your plan. Our coordinated wealth management process is designed to understand your story, create clarity, and develop your financial confidence. Our team of advisors, specialists and tax experts look forward to being an integral part of your success.
Services
RTR Advisory Group is a team dedicated to the design, implementation and management of financial plans for medical professionals, business owners and retirees. Based on the client's story, their vision and our advice, RTR advisors utilize a coordinated wealth management approach to build a master plan.
Our expectations from RTR Advisory Group are great service, professionalism, skill and an organization that goes the extra mile to ensure that we are receiving the best financial planning and advice. Recently, while others were losing as much as 10% of their investments when the market took a drastic downturn, we were saved thousands of dollars, and even experienced growth.
The amount of time they have to focus on solving them is limited. The predominant business owner who finds our services of most value is generally between the ages of 30 and 65 years old, employs less than 100 employees, and is committed to a planning process. The business can be at a variety of stages; just starting up, in the process of growing or winding down.
Families and Individuals aspire to have a perfect financial plan; however commitments to a busy work week, community involvement and their children's schedules hinder that goal. Families and Individuals that find our service of greatest value are committed to the process of protecting and securing their financial well-being.
What we hear most from medical professionals is that career and family commitments leave little time for their comprehensive planning. The Physicians, Dentists and Veterinarians that find our service of most value are typically looking for someone they can trust to help them make well-informed financial decisions.
Reviews (1)
Kaitlyn Jensen
Jan 09, 2019
Report
Do not give this company your business. I had been with RTR for many years under a certain advisor who then left the company- the advisor who took over from her did not get in contact with me at any point to notify me that he was the one taking over my account, but I was in correspondence with another associate who handled my changes in contributions. Alright, fine.
The problem I have now is that the advisor has now moved companies and taken my account (and all of my families accounts) with him, despite my not being his personal client but a client of RTR Advisory first and foremost. I understand
The problem I have now is that the advisor has now moved companies and taken my account (and all of my families accounts) with him, despite my not being his personal client but a client of RTR Advisory first and foremost. I understand
