Rey Galindo
President
Hires the industry best professional.
Helping Business and Individuals Build Success
Develop Your Path to Greatness
At RGM Financial, We are committed to maintaining the highest
standards of integrity and professionalism in
our relationship with you, our client.
We endeavor to know and understand your
financial situation and provide you with only
the highest quality information, services, and
products to help you reach your goals.
On Retirement Planning
“You need a comprehensive plan to ensure
a good retirement. We look at your overall
budget, listen to your concerns and needs,
and construct a plan that is tailored to you.”
On Business Planning
“Business owner planning is far different
from individual planning because of legal
and financial exposures. It is imperative
businesses protect and secure their equity
not only for the preservation of their business
but also for their families’ well being.”
Financial Services For Those You Love
Professional Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will
customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:
• Tax management
• Investment management
• Retirement strategies and planning
• Estate conservation
• Insurance and annuity products
• Wealth accumulations and preservation
• Special needs planning
• Business succession planning
Comprehensive Programs
• Life Insurance
• Health Insurance
• Long-Term Care Insurance
• Disability Income (Specializing in Doctors)
• Annuities
• Supplemental Insurance
•
Amazing Results
Where do we deliver the most? In our client’s results. We’ve worked with companies from single-person startups to Fortune 500 executives and everything in between. We provide a guarantee that if you follow our plan you will see amazing results