The mission of Revolutionary Financial Group is to be a reliable, professional resource for all high-net-worth individuals at or near retirement. We strive to provide a source of knowledge pertaining to the financial matters that apply to your unique situation. We will provide advice based upon our many years of experience in the financial industry. We will serve our clients with the highest levels of integrity. We take the following four-step approach in developing our strategy for a more confident future.
1. Identify short- and long-term objectives
We help you to identify and understand your objectives, the first step to developing a strategy for a more confident financial retirement.
2. Identify your options and how each will affect your situation
Everyone's situation is different, so we want you to understand how each decision we make together can affect you and the strategy we're developing. We consider your risk profile to determine how much should be put into higher-risk investments and more conservative alternatives. We help you stay within your comfort level instead of chasing those short-term market returns.
3. Build the right financial strategy for you
Personal preferences, cash flow needs, short- and long-term goals are just a few ways to invest your money. Today, there are more investment vehicles than ever before, including some more conservative alternatives. Together we can build a strategy to help you feel more confident about your financial future.
4. Schedule periodic reviews
Periodic reviews enable you stay on course, address many changes that may occur and help ensure that goals are accomplished. We will keep you informed via periodic reviews.
See Disclosures
Firm Start Year
2019
No. of Employees
5-9
CRD#
4325125
Firm CRD#
282580
Name of Custodial Firm
Fidelity
States Licensed in
all 50 states
Years of Experience in Financial Services
23
Number of Years with Current Firm
5
Work Experience
After several years owning and runing a mortgage company I decided it was time for a change. In January 2001 I started in the financial services industry, helping folks retire to and through retirement. In 23 years, a lot has happened, the 2001 dot com bust, 911, the financial crisis, the pandemic and more. Experience matters when choosing an advisor. One that has been through good times and bad. The market is going to be volatile, what's your plan when it does?
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Financial Advice & Consulting, Portfolio Management, Financial Planning, Investment Advice & Management
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Securities Licenses
Series 65, Series 63
Insurance and Annuity Licenses
Property, Casualty, Accident, Health, Life, Disability, Long Term Care
Firm's Number of Managed Clients
250
Assets Managed by Firm
84,000,000
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250K+
Compensation Methods
Based on Assets
Fee % Based on Assets
.50%-2%
Additional Details on Charges
Fee's are based on the amount of assets that are managed. General financial planning is included, this could include, income planning, tax efficient strategies, estate planning, strategic cash flow and etc.
Bachelors in Business Adminstration - Marketing
McKendree University
05/01/1994 -05/01/1997
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892381/financialplanners-Revolutionary-Financial-Group-detailed-disclosure.html
Investment Advisory Products and Services made available through AE Wealth Management, LLC (AEWM) a registered Investment Adviser. 2507636- 7/24