New RFG Client Planning Portal! RFG University Announcing our NEW- RFG Planning Portal! This upgraded portal offers enhanced features that will help us work together more effectively to build your financial plan. Key Features: Account Balances: View your account balances at a glance. Financial Planning Tools: Collaborate with your advisor and fine- tune your plan. video here Information Management: Easily enter and update information to for up-to-date accuracy. Secure Document Vault: Store important documents and correspondence securely. We are currently transferring documents from the old portal’s vault to the new one for a seamless transition. If you are registered, log in today. If not, call us, and we’ll get you set up! 940-464-4104.