Your Story, Your Vision, Our Advice
Our Vision
At RTR Advisory Group, we empower individuals and families to achieve financial clarity and security through personalized wealth management. We believe everyone deserves a tailored plan that considers their unique story, vision, and dreams.
Our Approach
Our coordinated wealth management process starts with understanding your individual story. We delve into your financial situation, goals, and aspirations to create a customized plan that tackles your specific challenges and aspirations. We utilize a data-driven, transparent approach to ensure your plan is aligned with your unique needs and aspirations.
Who We Work With
We proudly serve three primary client segments:
- Business Owners: We guide business owners in planning for their financial future, including retirement savings, succession planning, and tax optimization.
- Individuals & Families: We help individuals create a holistic financial plan that covers everything from estate planning to investment strategy and debt management.
- Medical Professionals: We understand the unique financial challenges faced by medical professionals and provide specialized guidance on issues such as income planning, student loan management, and malpractice insurance coverage.
Our Services
Our comprehensive list of services includes:
- Financial Planning & Investment Management: Goal-based financial planning, investment portfolio management, performance reporting, and regular review and optimization.
- Tax Planning & Compliance: Tax optimization strategies, filing preparation, and assistance with tax disputes.
- Estate & Retirement Planning: Developing comprehensive estate plans, retirement account planning, and inheritance guidance.
- Business Planning & Consulting: Succession planning, business valuation, and strategic financial guidance for business owners.
Our Values
We are guided by four core values that underpin our work:
- Trustworthiness: We prioritize open communication and transparency in all our interactions.
- Teamwork: We achieve more together through collaboration and shared knowledge.
- Passion: We are driven by a genuine desire to empower clients and create lasting impact.
- Knowledge: We stay abreast of industry trends and utilize our expertise to provide clients with the highest quality guidance.
Poor Communication and Lack of Accountability
The reviewer, Kaitlyn Jensen, expresses extreme dissatisfaction with RTR Advisory, citing poor communication and a lack of accountability. She had been a client with the company for many years, initially under an advisor who left the company. However, the new advisor who took over her account failed to notify her of the change, leading to a breakdown in communication.
Advisor's Move to a New Company
The reviewer's main issue is that the new advisor, who was not her personal advisor, took her account and her family's accounts to his new company without her consent or notification. This lack of transparency and respect for client autonomy is unacceptable, especially since she had signed a contract with RTR Advisory, not the advisor.
Owner's Response
The owner, Mike, failed to take responsibility for the situation, shifting the blame to the original advisor and the second advisor. His response was deemed rude and non-apologetic, leading the reviewer to decide against moving her accounts back to RTR Advisory.
Lack of Client-Centric Approach
The reviewer feels that RTR Advisory has failed to prioritize her needs and concerns as a client. She questions why she should continue to do business with a company that does not value her or keep her informed about changes to her account.
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