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.

Is your retirement portfolio subject to “sequence of returns” danger?
09/08/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Thinking of volunteering in retirement? Some considerations.
09/04/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
09/01/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
08/28/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Wall Street has a lot of cliches. How many do you know?
08/25/2026

Wall Street has a lot of cliches. How many do you know?

Pundits say a lot of things about the markets. Let's see if you can keep up.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
08/21/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
08/18/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
08/14/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
08/11/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Here are eight mistakes to avoid when.
08/07/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

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Birmingham, AL
35243

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