5 /5 Bill Tice: RFG Wealth Advisory has been an incredible support to me and my family during a very difficult time. After the loss of a loved one, I found myself as a non-spousal beneficiary of an active 403(b) account—a situation that can be quite complex to navigate. I came across a video of Chris on YouTube, where he explained the intricacies of inheriting a 403(b). His knowledge and clarity compelled me to reach out.
From the first interaction, both Chris and Mike provided outstanding guidance. They made the entire process smooth, understandable, even amidst the emotional challenges we were facing. Their professionalism, expertise, and genuine care stood out throughout the process.
I highly recommend RFG Wealth Advisory to anyone dealing with 403(b) inheritance issues or in need of trustworthy financial guidance. They truly made a difference for us.
—Bill