RSG FINANCIAL GROUP INC

Overview

RSG Financial Group Inc. is an independent registered investment adviser that combines financial planning and portfolio management for individuals, families and small businesses with insurance and accounting services. The firm acts as both an adviser and an insurance broker, which shapes its client solutions toward integrated wealth, risk-transfer and tax-aware planning. Its client base includes individual and family households as well as some institutional relationships, and it charges a mix of percentage-of-AUM fees and hourly consulting fees. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for core portfolios, supplemented by third-party alternative managers and insurance products where appropriate. The firm is not positioned as an ESG-focused allocator and is not registered as a multi-state adviser; its business model emphasizes hands-on planning and the use of external managers for specialized exposures rather than in-house asset manufacturing.

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