Financial planner Kevin Harper -RFG Advisory 1400 Urban Center Dr #475, Vestavia Hills, AL 35242
At RFG Advisory, financial planner Kevin Harper specializes in providing personalized financial planning services to help clients achieve their financial goals. Located at 1400 Urban Center Dr #475 in Vestavia Hills, AL, Kevin and his team are dedicated to offering tailored advice on wealth management, retirement planning, and investment strategies. Whether you're looking to create a comprehensive financial plan or need guidance on specific financial decisions, you can reach out by calling (205) 510-9078 or visiting our website to learn more.
Services Offered
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Wealth Management Strategies
How Engagements Work
When you engage with RFG Advisory, you can expect a thorough assessment of your current financial situation. Clients typically provide documents such as tax returns, investment statements, and any existing financial plans. This information helps us tailor our services to meet your unique needs.
What to Bring
For your initial consultation, consider bringing the following documents:
- Recent tax returns
- Investment account statements
- Pension or retirement account information
- Debt statements (mortgages, loans, etc.)
- Estate planning documents (wills, trusts, etc.)
Location
You can find us at:
1400 Urban Center Dr #475, Vestavia Hills, AL 35242
FAQs
What is financial planning?
Financial planning is the process of creating a comprehensive strategy to manage your finances and achieve your financial goals.
How often should I update my financial plan?
It’s advisable to review and update your financial plan at least annually or whenever you experience a major life change.
What is the difference between a financial planner and a financial advisor?
A financial planner focuses on creating a comprehensive plan for your financial future, while a financial advisor may offer more specific investment advice.
How do I choose the right financial planner?
Look for a planner with relevant qualifications, experience, and a fiduciary responsibility to act in your best interests.
Are there fees associated with financial planning?
Yes, financial planners may charge fees based on a percentage of assets managed, hourly rates, or flat fees for services rendered.
What documents do I need for my first meeting?
Bring any relevant financial statements, tax returns, and estate planning documents to discuss your situation accurately.
Can financial planning help with retirement?
Absolutely! A financial planner can help you create a strategy to save for and manage your retirement effectively.
Do I need a financial planner if I have a simple financial situation?
Even if your finances seem simple, a planner can provide valuable insights and help you optimize your financial strategy.
Informational only — not legal, financial, or insurance advice.
Financial planner Kevin Harper -RFG Advisory
1400 Urban Center Dr #475, Vestavia Hills, AL 35242
(205) 510-9078
https://www.kevinharper.rfgadvisorywealth.com/
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