What You Can Expect From RSF:

1. Anytime Availability – You can reach us for urgent matters 24-7 on our cell phones.
2. Impartial Help – Our recommendations do not factor in compensation. We promise to suggest what is in your best interest.
3. Personal Relationships Based on Openness – The care that we extend to your family goes beyond a business agreement and allows us to provide you with attention as part of our ‘extended family.’
4. Transparency and Simplicity – Our compensation is clearly disclosed, and investments/planning can be understood.
5. Access to Our Professional and Personal Connections – We know we don’t have all the answers, but there’s a good chance we know someone who does!

What RSF Needs From You:

1. We Are The General Contractor of Your Financial Plan – We are aware of your complete financial situation, including assets outside of Commonwealth.
2. Client is Responsive and Respectful – Prompt reply to emails, phone calls and paperwork.
3. Clients Value The Work We Do – You believe that our business relationship is both important and useful to your family.
4. Vulnerability-Based Trust Relationship – You are willing to discuss confidential matters with us.
5. A Win-Win – RSF delivers coordinated financial planning that benefits you beyond our group’s compensation.