RFS Wealth Management

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RFS Wealth Management

RFS WEALTH MANAGEMENT delivers personalized wealth strategies for high-net-worth individuals, retirees, and families. “Protect. Grow. Hello, welcome to our page.

Our fiduciary approach integrates investment management, tax optimization, retirement income design, and legacy planning. Preserve.”
A Senior Financial Services Representative. Registered in the Financial Services Markets in US through FINRA (formerly NASD) to offer securities, variable contracts and fixed income instruments . Life, Health, and Medicare Insurance Licensed and a Certified Health Ex

change Agent (Obamacare/ACA) for individuals and businesses. (National Producer No. 9475108). Our goal is to provide you with a basic understanding of some subjects we specialize in. We are a local expert that delivers personalized wealth strategies for high-net-worth individuals, retirees, and families. Our fiduciary approach integrates investment management, tax optimization, retirement income design, and legacy planning—so your lifestyle and legacy are always aligned. We help you protect what you’ve built and plan what comes next. We believe it is essential to stay current with the latest techniques to help our clients, so we participate in regular forums on proven, state-of-the-art methods to deliver the best results. Being active in the community has given us a unique understanding of what works… and what doesn't, for people in the communities we serve. Like our page and refer us to your friends and families that you care about whom you feel might need and benefit from our services . Disclaimer:
RFS Wealth Management is an independent firm affiliated with Simplicity Wealth/Simplicity Financial Group.

14/02/2026

Happy Love Day to my valued clients !

28/09/2025

Last night at the Husker volleyball match, Ameritas associates teamed up with American Red Cross Serving Nebraska and Southwest Iowa to collect donations for disaster relief and recovery. Their efforts will help support our neighbors when they need it most.

Ameritas is proud to stand alongside the American Red Cross and their mission to strengthen communities through compassion and care.

05/07/2025

🌟 Big News from Rolfe Financial Services! 🌟

We’re growing — and evolving with you.

To better reflect the expanding needs of our valued clients, Rolfe Financial Services is now RFS Advisory & Healthcare Planning Group, LLC.

With this evolution comes the launch of two specialized divisions to serve you more deeply:

🔹 RFS Wealth Management
Focused on comprehensive financial planning and wealth management for retirees, high-net-worth individuals, and families. From retirement income strategies to tax-efficient legacy planning — we’re here to secure your financial future.

🔹 RFS Capital & Insurance Services
Built for business owners and entrepreneurs seeking capital access, insurance solutions, and advanced risk management. Whether you're growing your enterprise or protecting what you've built, this division is your partner in progress.

💼 New name. Expanded services. Same commitment to trust, integrity, and excellence.

Follow us on this exciting journey — and let us know how we can serve you even better!

Send a message to learn more

20/02/2024

21/06/2021

Happy Father’s Day to all my valued dad clients ! 😬😊🎈

30/12/2019

Happy 2020 to all my valued clients and wholesalers ( suppliers) ! Wishing you more success, good health and more wealth creation this coming year !

02/04/2018

Retiring Without Risk through Retirement Life.To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video through this link. If you would like a multi-page brochure explaining the benefits of Retirement Life™, please call us or email us. http://rolferetiringwithoutrisk.info/portfolio-item/retirement-life/

19/03/2018

Growing wealth for retirement begins with Risk Management. At Rolfe Financial our focus, first and foremost, is on managing risk. Why? Because we see that too many people are taking far too much risk to reach their retirement goals. Have questions? Want to learn more? http://rolferetiringwithoutrisk.info/growing-wealth-for-retirement-begins-with-risk-management/

Address

400 Mill Street

Telephone

1-775-470-1864

Website

http://www.rolfefinancial.com/, http://www.facebook.com/rolfefinancial, http://www.facebook.com/rolfebusiness.solutions

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