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Our Planning. Your Future & Independence.

Financial planning represents the major cornerstone of your future financial independence. With so many factors to take care of and so much knowledge to acquire, it’s important to find the right financial advisor — a professional who can give you the time, care and insight you need. That’s why so many people are referred to RGA Investments.

A financial planner with over 20 years of experience, RGA Investment’s president Rick Gardner knows the steps necessary for you to reach financial freedom. We’ll help you understand the financial adjustments you can make to live well without risking everything you have worked hard to create.

Our company was founded with the goal of assisting Raleigh-area clients in every aspect of their financial lives — investment portfolios, retirement planning, asset management and more. We provide the best personal wealth management services available and have earned a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security in order to provide financial independence.

Our Raleigh financial advising firm believes that education and understanding of your current situation is vital when making decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule a consultation, please contact us today. We’re proud to offer comprehensive financial services to clients in Raleigh, Durham, Cary and the surrounding areas.

Are you fiscally prepared to take the next step in your life?
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Tin soldiers painted 54mm, Knight of the Order of the Swordsmen, 13th century.

Check out what Rick had to say to TWC News during his last interview

Learn about our approach

Purpose-driven asset planning.

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