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RFM Financial Solutions, LLC

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RFM Financial Solutions, LLC

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Services & Security

It is an honor and a privilege to help clients manage their money. We go above and beyond to provide the level of service and professionalism that each client deserves when dealing with their life savings. Each RFM Financial Solutions client can call at anytime to get an answer their questions and ensure that they get personalized first class service.

Hourly Client Services include:

Meeting(s) with client to determine investment goals and risk tolerance
Set up account(s) with discount broker
Monthly statement from discount broker
On-line access to account(s) through discount broker
E-statements and E-confirmations to cut down on required postal mailings from discount broker
On-line banking and money services
Invitation for annual meeting (client’s option)
Available anytime that a client would like additional counseling
Quarterly Client Services include:

Semi-Annual Meeting(s) with client to determine investment goals and risk tolerance
Set up account(s) with discount broker
Monthly statements from discount broker
On-line access to account(s) through discount broker
E-statements and E-confirmations to cut down on required postal mailings from discount broker
On-line banking and money services
Monthly review of account
Quarterly reports from RFMFS
Annual meeting with client
*

Your Security

RFM Financial Solutions never takes custody of a client’s assets. Except as agreed to by the client or as is required to be disclosed by law, we will keep confidential all information concerning client’s identity, financial affairs or investments.

RFM Financial Solutions generally does not disclose personal information about our clients or former clients to anyone. We do disclose personal information about our clients to our any of our affiliates and with client authorization.

Except as otherwise described, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you.

We limit the collection, use and retention of client information to what we reasonably believe will help us deliver superior service, to administer our business, manage our risks, market our services and products, and to meet applicable laws and regulations.

We provide clients with relevant and appropriate choices regarding the sharing of information with our affiliates and others. We will give clients choices regarding the sharing of information with affiliates and third parties in accordance with applicable law and their agreements with us.

We comply with the USA Patriot Act, Section 326. Please read this important information about procedures for opening a new account. To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

When you open an account, we will ask for your name, address, date of birth (for individuals), and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

Overview:

At RFM Financial solutions, we specialize in establishing solid long-term relationships with our clients. Building your financial future is our business. Whether it means helping you choose the appropriate mix of investments for retirement, building a stock portfolio, or helping to create your estate plan, we are committed to helping you build and preserve assets for generations to come.

A vital aspect of our success is the philosophy that everyone should be able to utilize the advice of a financial professional. Coupled with the fact that RFM Financial Solutions, LLC is independent from any specific investment company gives us tremendous flexibility to utilize the financial vehicle that best fits your particular needs and objectives. RFM Financial Solutions, LLC will truly work together with you to build your financial future.

Toll Free: +1 800 448 0257

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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