Todd Doobrow, CFP, RICP, MBA at RFG Advisory

Todd Doobrow, CFP, RICP, MBA at RFG Advisory CFP, TPCP, RICP, ChFC, MBA
FINRA Series 7, 66
Life, Acc, Health Insurance Licenses You are a unique individual; shouldn’t your planning be as well?

This is a process, not a sale; it is an ongoing relationship that relies on communication, trust, and action. Do you feel you are getting the best from your financial advisors or are they just selling you the one product their manager requires? How many times do they call just to check in or is every call a sales call? I take pride in getting to know my clients, both individuals and businesses, an

d what is important to them. I help prioritize their needs and select products based on how they behave, not necessarily for what they are called. If you know you need help and haven’t gotten started, let’s talk. If you have started but don’t understand how what you own works, let me know. If you think you have everything covered and just want a second opinion, I’m happy to help with that as well. My main priority is making sure you have no financial blind spots. Let’s make sure you are where you want to be; I’ll help you get there. Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory and Private Client Services are unaffiliated entities.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
06/09/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
06/05/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
06/02/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Have you used a junk-drawer approach to manage your investments?
05/29/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
05/26/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Should gold be a part of your diversified portfolio?
05/22/2026

Should gold be a part of your diversified portfolio?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Surprises crop up every day, and they’re a great reason to work with us.
05/19/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
05/15/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/12/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Periodic withdrawals in retirement may not be such a good idea.
05/08/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

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