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.

We’re pleased to share that RWM Financial Group is now a HUB International company.Our look is evolving to reflect this ...
09/03/2026

We’re pleased to share that RWM Financial Group is now a HUB International company.

Our look is evolving to reflect this new chapter. We remain focused on the relationships and personalized attention that have shaped RWM Financial Group, now as part of the broader HUB International organization.

You’ll begin seeing our updated branding across our website and social channels. We look forward to moving forward together.

For years, offering a retirement plan came down to two objections: too expensive, and too complicated.That was a fair re...
09/02/2026

For years, offering a retirement plan came down to two objections: too expensive, and too complicated.

That was a fair read at the time. But the options have changed. A Pooled Employer Plan, or PEP, lets many unrelated businesses share one professionally managed plan, which can shift some of the administrative and fiduciary load off a single owner's plate.

This month we're breaking down what a PEP is, who it may fit, and how it compares to a traditional 401(k), all in plain language.

Curious whether a different structure could simplify retirement planning for your business? Follow along this month, or reach out for a no pressure conversation.

Your Weekly Market Commentary. Stay up-to-date on financial market trends and understand stock market predictions.https:...
08/31/2026

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

https://f.mtr.cool/tku1tqspe9

One month, five blind spots. Which one hit closest to home for you? Naming the problem is half the work. And good news: ...
08/31/2026

One month, five blind spots. Which one hit closest to home for you? Naming the problem is half the work. And good news: next month we turn to solutions.

Reply with the blind spot that landed for you.

Missed the webinar? No problem. Reply or message us and we will share the recap and checklist. And a genuine thank you t...
08/30/2026

Missed the webinar? No problem. Reply or message us and we will share the recap and checklist. And a genuine thank you to everyone who reads, joins, and asks questions, whether you have worked with us for years or are just getting to know RWM. Looking for blind spots is not a weakness. It is one of the strongest habits there is.

Message us for the webinar recap.

Join us in wishing Marcus Sasaki a very happy birthday. Energy, clarity, and genuine care, that is Marcus in three words...
08/28/2026

Join us in wishing Marcus Sasaki a very happy birthday. Energy, clarity, and genuine care, that is Marcus in three words. Thank you for all you do.

At RWM Financial Group, we live by the belief: We bring financial value that transforms lives, businesses, and families....
08/27/2026

At RWM Financial Group, we live by the belief: We bring financial value that transforms lives, businesses, and families. A simple statement, but one that reflects the impact and purpose behind everything we do.

Address

406 B Street
Lemoore, CA
93245

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