RM Financial Group

We are thrilled to share that RM Financial Group will be merging with fellow award-winning Northwestern Mutual firm Next Phase Advisory Group to create something even more extraordinary! This is a monumental step towards our shared mission to provide continuous guidance to clients through every phase of their financial journey. Stay tuned for more updates as we embark on this exciting journey together! Like and follow our new teams social media pages on the links below. #NPAG #NewBeginnings #StrongerTogether https://lnkd.in/g-6XE-Un https://lnkd.in/gQbfrYhA https://lnkd.in/gZv3ZuPF

Chief Investment Officer Brent Schutte looks at why a return to balance for the economy is important for market performance going forward.

Ah, Thanksgiving. Time to pile on the trimmings—turkey, mashed potatoes, stuffing. And don’t forget the cranberry sauce! The same is true with your financial plan. A 401(k) is good. But it’s just a start. Reach out and let’s see if your plan could use a little gravy.

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.

Chief Investment Officer Brent Schutte looks at evidence that the economy is out of balance and the role that rates could play in how quickly it regains equilibrium.

When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ahead; your future self (and loved ones) will thank you!

Chief Investment Officer Brent Schutte looks at the market’s reaction to the election and the nuances that could determine where the economy goes from here.

It’s important to discuss the costs of college with your family—and look for resources that can help you cover them.

Did you know that long-term care can throw a big curveball at your retirement plan? Good thing I’m here to help you uncover any financial blind spots ensuring that you and yours are prepared for all future outcomes. *Planning and Progress Study, 2024

When you work with me, you never have to worry about being judged—there’s not much I haven’t heard when it comes to finances. Reach out and together we can discover a better way to money.