We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We focus on creating an approach that is designed to address your individual situation.
Larry Rose
Principal and Founding Partner
Larry Rose, principal and founding partner of RF Financial Group, began his financial services career in 1973. He provides guidance to his clients in the areas of retirement planning, investments, living trusts, and financial planning. Larry's clients are business owners, management level professionals, attorneys, physicians, and affluent retirees. Born in Dallas and raised in Waxahachie, Larry is an alumnus of the University of Texas (Austin). He also studied law at Southern Methodist University. An Investment Advisor Representative and a member of the Financial Planning Association, he often shares his experience through educational seminars and speaking engagements.
Stephen A. Davis, CPA
Financial Consultant
Steve Davis, newest member of RF Financial Group has been in the field of accounting and finance for more than two decades. His career longevity affords him experience with all levels of clients from high net worth individuals to small local enterprises through Fortune 500 companies. He holds the Certified Public Accountant distinction and is a member of the American Institute of Certified Public Accountants, as well as the Texas Society of Certified Public Accountants. Steve's greatest professional enjoyment is the meaningful, long-term relationships developed through helping clients identify, plan and pursue their financial goals. Steve graduated from the University of Texas at Arlington with a Bachelor of Business degree in Accounting and an emphasis in Economics. He also studied financial planning at Southern Methodist University and is a member of the Financial Planning Association. Steve and his wife Sue enjoy traveling with their daughter Isabella, from floating on a lazy Texas hill country river to soaking up warm sunny days on a Caribbean island. They love supporting and coaching their daughter in academic’s, golf, tennis, soccer, dance, art and other activities.
