Company Name - City, State

Three City Place Dr. Suite 590 Creve Coeur, MO 63141

TEL. 314-ADVISOR (238-4767)

THE FIRM

The power of affiliation:

Dale isn’t just a one man shop, off running rogue and making decisions without insight and advice from his peers. Dale is affiliated with RFG Advisory.

www.myrfgadvisor.com

www.rfgadvisory.com

At RFG Advisory, our goal is to simplify the process for you. To provide clear, unbiased recommendations, to devise a comprehensive financial plan, and to help you put that plan into action. We want to help you with every aspect of your financial life, and lead you confidently through your lifetime financial journey.

Named a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and an institutional-caliber investment management. RFG Advisory’s services include comprehensive wealth management, financial plan consulting and personalized 1-1 financial life management for families, individuals, executives and entrepreneurs.