WEALTH MANAGEMENT

CREATING YOUR PATH FOR GROWTH

As a private firm, R.F. Lafferty has the unique opportunity to create highly personalized plans that allow you to work closely with you R.F. Lafferty representative to manage your investment portfolio and financial assets.

 

Our goal is to provide you with a personalized financial plan that successfully outlines the current and potential investments that will get you to your long-term goals.

 

LEVERAGING STRATEGIC FINANCIAL PARTNERSHIPS

We partner with a variety of service providers to bring you a comprehensive suite of investment alternatives to reach your goals. This includes financial planning, investment management, college education planning, retirement planning, asset protection, insurance planning, cash management, and income planning as necessary for you.

As an independent Broker Dealer and Registered Investment Advisor with no proprietary products, R.F. Lafferty has the ability to choose from a broad range of financial products and services that will best fit your personal needs. Products include the following.

  • Equities

  • ETFs (Exchange Traded Funds)

  • Fixed Income Asset Classes

  • Mutual Funds

  • Individual Retirement Plans

  • Corporate Retirement Plans

  • Annuities

  • Life, Disability, and Long-Term Care Insurance

  • Separately Managed Accounts

 

With access to securities markets in over 30 countries, R.F. Lafferty also integrates foreign stocks and bonds into your portfolio when it is to your advantage.

For more information about wealth management at R.F. Lafferty, please contact us at wealth@rflafferty.com.