RFS Advisory & Healthcare Planning Group, LLC is a trusted, independent advisory firm committed to delivering strategic financial, insurance, and healthcare planning solutions to individuals, families, and business owners. With decades of experience in both the financial and healthcare sectors, our mission is to guide clients toward long-term financial confidence, risk protection, and generational wealth.

Our Divisions:

• RFS Wealth Management (affiliated with Simplicity Wealth/Simplicity Group/Ameritas Financial)
Serving high-net-worth retirees, professionals, and families with comprehensive retirement income strategies, investment management, legacy planning, and tax-efficient wealth solutions.
• RFS Capital & Insurance Services
Supporting entrepreneurs and business owners with custom capital access strategies, executive benefits, healthcare plan design, asset protection, and insurance solutions.
• Rise Benefits & Insurance
Providing individuals, seniors, and families with personalized health and benefit plans through our local retail storefront. Services include Medicare options, family health insurance, dental/vision, and supplemental coverage. We also provide property & casualty insurance services through our affiliated partner networks.

Our Core Values

• Independence. Integrity & Fiduciary Duty
• Customized, Person-Centered Planning
• Integrated Financial & Healthcare Expertise
• Results-Driven Strategies with Lasting Impact.