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      RFG Wealth Advisory Team News: July '25

      This newsletter celebrates the 30th anniversary of RFG Wealth Advisory, reflecting on its journey as a Registered Investment Advisor and sharing personal updates from the team.

      RFG Wealth Advisory

      Argyle

      Texas

      Registered Investment Advisory

      30 years in Business

      Ryan Schroer welcome

      Navigating Medicare IRMAA

      Chris Robinson

      Emilio Gonzalez

      Mike Lemich

      Susan Dawson

      Nick Noll

      Lindsay Freeman

      Ryan Schroer

      RFG Wealth Advisory Argyle, TX

      Not all wealth management firms are the same. If low fees, objective advice, great technology and high communication sound good, then you’ve arrived!

      RFG Wealth Advisory - Team News Chris Robinson Chris Robinson Read More, page 2 July 2025 On May 15 , 2025, RFG Wealth Advisory celebrated our 10 anniversary as a Registered Investment Advisor (RIA). Many of you have been with us through this transition that took us from RFG Wealth Management to where we are today. However, we’ve had so many new clients join us just in the past few years, I wanted to take a moment and give you a short history of where RFG began. th th January 3 , 1995, was my first day in the Financial Services business. My new office was in the Galleria Tower Two building. When I showed up that morning, they gave me a stack of business cards. I was so proud to have a business card, then I noticed they had taken some generic cards and used a black typewriter to type my name on the blue ink business cards. Oh well! rd (read more pg. 4) It’s officially summertime! I generally like summertime (besides the heat.) It has been a much quieter this year, with my two oldest sons off to college. I guess I am being prepared to be an empty nester. In our last newsletter I wrote how my oldest son, Henry, would be graduating from college this summer, and he made it happen! He finished his undergraduate degree in computer science with a minor in math. There were a lot of struggles over his 4 years at Texas Tech, but he successfully navigated those and got his degree. I remember going on a campus visit with Henry and speaking with the computer science department dean. The first thing he told my son was, “This degree will be very difficult, don’t plan on having a big social life!” (read more on page 2) Ranch Mascot

      RFG Wealth Advisory Team News: July '25 - Page 1 RFG Wealth Advisory Team News: July '25 Page 2