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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Retirement Planning | 401k to IRA Rollovers |
$100 - $200
Call to Book
|
IRA Account Setup |
$50 - $150
Call to Book
|
|
Retirement Assessment |
$200 - $300
Call to Book
|
|
Insurance Services | Homeowner's Insurance |
$700 - $1500
Call to Book
|
Auto Insurance |
$600 - $1200
Call to Book
|
|
Life Insurance |
$300 - $800
Call to Book
|
|
Financial Advice | Investment Advice |
$200 - $400
Call to Book
|
Budget Planning |
$150 - $300
Call to Book
|
|
Debt Management |
$100 - $250
Call to Book
|
|
Mortgage Services | Mortgage Pre-Approval |
$100 - $250
Call to Book
|
Refinancing Consultation |
$200 - $400
Call to Book
|
|
First-Time Homebuyer Assistance |
$150 - $300
Call to Book
|
Fiduciary Duties. A fiduciary is not a salesperson. Instead, they have three primary responsibilities: loyalty, reasonable care, and the safeguarding of assets over which they have control. Fiduciaries must act in the client’s best interests. Investment Advice. A salesperson provides investment advice. RS Financial Group, a fiduciary, will not tell you what to buy. The only advice they can give is that you need to invest money. Different Types of Investment. A salesperson provides financial planning. Clients can choose from various investment options. There are no upfront commissions for the securities offered by RS Financial Group. Buying and Selling of Securities. There is a salesperson. All securities are bought and sold. A commission is received and profit if there are securities to be sold. You can also sell proprietary securities to get more commissions.
 
Numerous families toasted the RS Financial Group with a cup of tea and a piece of cake. The employees demonstrated many historical attitudes, kindness, and empathy. Miles and Kelly assisted their customers by being available to answer any questions and offering a smooth transaction. The experts on the team managed the halving of their clients' insurance rates. Countless customers admitted that were ecstatic. The financial institution had a cozy and welcoming vibe. Interestingly, shared spaces are available for employees. The reviewers concluded that the group offered top-notch recommendations for financial advice, an outstanding work culture, and excellent expertise in insurance and home mortgages.
 
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