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 For I know the plans I have for you,” declares the LORD, “plans to prosper you and not to harm you, plans to give you hope and a future.  Jeremiah 29:11

You deserve a financial plan that gives you peace of mind about retirement.

At RITE Financial Group, we understand that you constantly face important decisions which could have lasting impact on your long-term financial success. Often these decisions revolve around making investments that are in line with a desired Risk tolerance.  That is where most firms end their services.  Not RITE Financial Group.  We understand the you also need help with many other life altering decisions such as: What will my Income be when I retire and will it last?  How do I avoid paying unnecessary Taxes and will increasing taxes affect my future?  And how do I prevent rising healthcare costs and long term care needs from eroding my Estate?  Because the majority of our clients are either approaching retirement or are already retired, we are in an ideal position to approach these challenging questions with experience, skill, and confidence.  We look forward to helping you build and execute a financial plan that will give you peace of mind about your retirement.

<b>Holistic Financial Planning</b>

Holistic Financial Planning

Our team has years of experience in financial services.  Our holistic approach addresses all of the puzzle pieces for a successful retirement.  From investments to insurance and from health care to tax planning, our comprehensive approach will have all of your accounts working together like a well oiled machine.  This allows you to leave your financial worries behind and get busy enjoying retirement when the time comes. We look forward to visiting with you about your financial needs.

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<strong>Financial Advice Shouldn't Be Complicated</strong>

Financial Advice Shouldn't Be Complicated

At RITE Financial Group we believe in education first when it comes to understanding the complex issues facing retirees today.  We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.  We look forward to visiting with you.


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Meet Our Experienced Team

Michael Avery

Michael Todd Avery

Investment Advisor Representative, Chief Compliance Officer

Raymond Backers, CFP®, APMA®

Raymond Backers, CFP®, APMA®

Investment Advisor Representative, Chief Investment Officer

Greg Lozon

Greg Lozon

Life Insurance Specialist, Controller

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