At RFM Financial Solutions, LLC, we provide help in the following areas:
FINANCIAL PLANNING

  • College Funding (529 Plans)
  • Investment Advisory Services
  • Risk Analysis
  • Asset Management/ Money Manager

 

BUSINESS PLANNING

  • Buy-Sell Agreements
  • Succession Planning
  • Deferred Compensation
  • Pension Feasibility Studies
  • Valuation Services
  • Employee Benefit Planning
RETIREMENT PLANNING

  • Distributions
  • Rollovers
  • Tax Efficiency Studies
  • Accumulation Plans

 

ESTATE PLANNING

  • Wealth Transfer
  • Charitable Giving
  • Business Transfer
  • Family Perpetutation
  • Elder Care
AFFILIATED PROFESSIONAL SERVICES

  • Accounting
  • Property & Casualty
  • Legal
  • Banking

INVESTMENTS

  • Annuities
    • Fixed
    • Variable
  • IRAs
    • SIMPLE IRA
    • Education
    • Roth
    • SEP
  • Full Services Brokerage Accounts
    • Consolidated Statements
  • Cash Management Programs
    • Check Writing
    • Debit Card
  • Mutual Funds
  • Government Securities
  • Bills
  • Notes
  • Bonds
 If you have any questions please email or call us.


PO Box 506  
Mount Pleasant,  MI 48804
Tel: 989-772-1209 or 800-448-0257
Fax: 989-772-3880

1515 Commerce Dr., Ste C
Midland, MI 48642
Tel: 989-631-9500 or 877-299-8334
Fax: 989-631-0353