RWM Financial Group

RWM Financial Group Our mission is to bring value that transforms lives, businesses, and families. No offers may be made or accepted from any resident of any other state.

For 25+ years, RWM Financial Group has delivered financial education, retirement plan guidance, and wealth support for individuals, families, and organizations. The registered representatives are with and securities offered through LPL Financial, “Member FINRA/SIPC finra.org sipc.org"
• Third party posts found on this profile do no

t reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Most plans are designed once…then rarely looked at again.But your business changes.Your team changes.Your goals change.Y...
06/02/2026

Most plans are designed once…

then rarely looked at again.

But your business changes.
Your team changes.
Your goals change.

Your retirement plan should not be sitting in the background untouched.

A good review looks at:
• Plan design
• Employee engagement
• Fees
• Contribution behavior
• Fiduciary responsibility

That’s where the real strategy starts.

Your Weekly Market Commentary. Stay up-to-date on financial market trends and understand stock market predictions.https:...
06/01/2026

Your Weekly Market Commentary. Stay up-to-date on financial market trends and understand stock market predictions.

https://f.mtr.cool/lqwdsxwzhq

At the end of the day, this isn’t really about numbers.It’s about options.Flexibility.Peace of mind.It’s about creating ...
05/29/2026

At the end of the day, this isn’t really about numbers.

It’s about options.
Flexibility.
Peace of mind.

It’s about creating a life that gives you more time with the people who matter most.

That’s what matters.

05/28/2026

Most people think “financial wellness” means having everything figured out.

But in real life, it’s simpler than that.

It’s feeling financially secure in your day to day life.
Having a good outlook on where you’re headed.
And knowing you have a plan instead of just hoping things work out.

In this clip, Marcus Sasaki shares what financial wellness actually means beyond the buzzwords and why sometimes the best way to know if you’re truly on track is simply having a conversation with a financial advisor.

Sometimes clarity changes everything.

Most “financial wellness” programs miss the point.Here’s what it should actually include:• Education employees can under...
05/27/2026

Most “financial wellness” programs miss the point.

Here’s what it should actually include:

• Education employees can understand
• A plan that fits your workforce
• Ongoing support, not just enrollment day
• Clear communication

05/27/2026

Start with 1%.

It may not feel like much today.

But small moves, repeated over time, are where momentum starts.

If you’re waiting for the “right time” to adjust your plan…Start here instead:Increase your contribution by 1%.Simple mo...
05/26/2026

If you’re waiting for the “right time” to adjust your plan…

Start here instead:

Increase your contribution by 1%.

Simple move.
Real impact.

Your Weekly Market Commentary. Stay up-to-date on financial market trends and understand stock market predictions.https:...
05/25/2026

Your Weekly Market Commentary. Stay up-to-date on financial market trends and understand stock market predictions.

https://f.mtr.cool/njrlolgybv

Memorial Day is a reminder to pause and reflect on the sacrifices made by the men and women who gave their lives in serv...
05/25/2026

Memorial Day is a reminder to pause and reflect on the sacrifices made by the men and women who gave their lives in service to our country.

Today, we honor and remember them with gratitude and respect.

As we head into summer and prepare for a new month ahead, we’re also reminded how important it is to stay grounded in what matters most:
family, community, purpose, and planning for the future.

Wishing everyone a safe and meaningful Memorial Day.

RWM Financial Group

Address

406 B Street
Lemoore, CA
93245

Website

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