RFS Capital & Insurance Services
About Our Team
RFS Capital & Insurance Services
Why Choose Us
RISE Insurance Capital Network is an independent financial services & insurance agency that provides guidance and advisory to Small-Medium Sized Businesses to select, decide, and benefit from an array of business & financial services, insurance & risk management solutions from our various carriers and partners. As an experienced business & benefits advisor with a combined 30 years of experience helping business owners, we address all aspects of our client’s needs regarding business protection, business valuation for exit strategies, estate & legacy planning, and access to capital. The goal is to show them them how to improve their cash flow, save money on benefits, minimize taxes and other tax-savings programs available out there, and use leverage to finance the business owner’s own retirement or exit strategy. We also help our clients provide key employee programs to attract & retain valued personnel responsible for the profitability of their business. Our value proposition is ‘we are a one-stop shop with a focus on tax-advantaged strategies and leveraged financing & innovative financial & insurance products & services. We provide a consultative approach to help our clients achieve their ultimate goal for their business.
Our History
Shirley Sime, LUTCF, BSBHCM, is the founder and the face of the agency and her main role is building relationships with companies, businesses, and owners, and connecting with their employees. She shows business owners how she can help them find solutions to their business concerns ranging from tax savings strategies, expense reduction, key employee retention, leveraged retirement, premium financing, employee benefits, and business owner legacy program. She would write simple business proposals and give them an outline as to what she sees as their problem areas and how she could address them. Her goal is to become part of their team, building strategies, and solving problems for their clients. By partnering with her and the agency, they will help eliminate costly redundancies and make the most of your available capital. They have a proven driven process and experts across multiple lines that will help you get to where you want to go in the future from where you are today to achieve financial security
Our History
Shirley Sime, LUTCF, BSBHCM, is the founder and the face of the agency and her main role is building relationships with companies, businesses, and owners, and connecting with their employees. She shows business owners how she can help them find solutions to their business concerns ranging from tax savings strategies, expense reduction, key employee retention, leveraged retirement, premium financing, employee benefits, and business owner legacy program. She would write simple business proposals and give them an outline as to what she sees as their problem areas and how she could address them. Her goal is to become part of their team, building strategies, and solving problems for their clients. By partnering with her and the agency, they will help eliminate costly redundancies and make the most of your available capital. They have a proven driven process and experts across multiple lines that will help you get to where you want to go in the future from where you are today to achieve financial security
Victoria Wealth Management
Ameritas Financial
Victoria Wealth Management
Ameritas Financial
RFS Capital & Insurance Services
This Is What Our Clients Say :
You helped us expand our brand to a level we never thought possible. Thank you, RFS Capital & Insurance Services, for believing in us and pushing us forward. We really couldn't have done it without you.
Patrick Go
Client
I'm so happy I chose to work with RFS Capital & Insurance Services. From the initial consultation, all the way through the project's conclusion, the service I received was impeccable and the end result really brought my vision to life.
Samantha Sewell
Client
When I needed advice, RFS Capital & Insurance Services was there to guide me through every step of the decision-making process. With their help, we managed to get back on track in no time.
Dr. Rob Sime, PHD
Client
Let's Build Tailored Financial Strategies That Integrate Growth, Protection and Succession Planning!
Partner with RFS Advisory & Insurance Services and Discover How Advanced Planning Can Reduce Taxes, Preserve Capital, & Protect Your Future!
info@rfsadvisorygroup.com
www.rfsadvisorygroup.com