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RFS Wealth Advisors - Generational Financial Planning
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RFS Wealth Advisors - Generational Financial Planning
Home
About Us
Our Team
Our Approach
How We Help
Introduction PDF
Work With Us
Fill out our Factfinder
Let's Work Together
Schedule a Meeting
Services
Financial Planning
Wealth Management
Employer Retirement Plans
Insurance & Risk Management
Blog
Contact Us
Home
Folder: About Us
Back
Our Team
Our Approach
How We Help
Introduction PDF
Folder: Work With Us
Back
Fill out our Factfinder
Let's Work Together
Schedule a Meeting
Folder: Services
Back
Financial Planning
Wealth Management
Employer Retirement Plans
Insurance & Risk Management
Blog
Contact Us
Let's Work Together!

SWAG IAA

Form ADV

F1-HYB

Financial Planning Agreement I

Financial Planning Agreement II

2021 Annual Letter

Copyright © 2023 RFS Wealth Advisors. All rights reserved.

865 University Avenue | Sacramento, CA 95825
4308 Live Oak Lane, Suite B | Rocklin, CA 95765

Telephone: 916.415.1111 | Fax: 916.520.3799

View Our ADV

View our Client Relationship Summary

The financial consultants of RFS Wealth Advisors are registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC a Registered Investment Advisor.  RFS Wealth Advisors and Mariner Independent Advisor Network, LLC are separate entities from LPL Financial. 

Important consumer information

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jeffrey Schnoebelen: CA Insurance License #0N13339

Steven Rau: CA Insurance License #0B67789

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