RKG Financial was founded in 1995 by Robert K. Gustafson, Certified Financial Planner CFP®. He envisioned that financial planning performed by smaller boutique firms that were independent from the larger wire houses was the wave of the future and in the best interests of clients. As it turned out, his vision was right on target. Today independent advisory firms like RKG Financial are thriving as savvy investors demand higher levels of knowledge, integrity, and financial sophistication from their advisors. RKG Financial continues to be a leader in educating the public on the benefits that true comprehensive financial planning can offer and are considered by many to be one of the most respected financial planning and wealth management firms in the Commonwealth of Massachusetts.
The vision for RKG Financial is to provide all investors sound investment advice combined with a breadth of financial services to help each client reach their financial goals.
Our mission is to become indispensable in helping clients make smart financial decisions through highly personalized service, trust and integrity. To implement our mission requires a diversity of skills and expertise in many areas including portfolio management, insurance planning, tax management, estate planning and other critical related areas. Every investment account is managed separately and customized with individual stocks, bonds and mutual funds to match the client’s risk level and investment objectives. We do not merely talk about these services, we follow through. That is what makes us unique and that is why many individuals and businesses trust us to help them navigate today’s complex and ever-changing financial markets.
If you are looking for a firm to help you navigate the financial environment successfully and objectively, contact us today.
CFP®, and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements