Our Partners
From experience, RFS has learned that creating a professional circle of influence in a particular market helps everyone. Our clients turn to us for many other areas of support because of our experience and collaborative approach. With many long-time strategic partners in investment management, pension design and administration, and property casualty needs, we can help ensure that you are covered for all suitable risks.
Wealth Management
At RFS, our work has always centered on relationships—helping families, business owners, and individuals make thoughtful decisions for today while preparing for tomorrow. That spirit of care and continuity is what led us to join forces with Josh Baer and the J3 Wealth team. This partnership opens new doors for our clients:
- Comprehensive financial planning that looks at the whole picture of your life and goals.
- Sophisticated investment management backed by research, technology, and years of experience.
- Succession planning with the next generation of partners, so the guidance you rely on today is secure for the future.
Retirement Plans
RFS and Penn Pension Center have maintained a strategic alliance for over 30 years. Penn Pension provides our clients with cutting edge retirement plan designs, installation, and administration of various types of programs, such as profit sharing, 401(k), cross-tested and defined benefit plans, etc.
Property Casualty
We have long-term strategic alliances with firms that assist in personal and commercial coverage. They operate with similar philosophies to RFS, where your problem is their problem ‘til there is no problem. We will be more than happy to make an introduction when appropriate.
Any 3rd party strategic alliances are not affiliated with HTK.