RHL Group

RHL Group RHL Group strives to be an innovator in financial planning by integrating and organizing your person

We are a premier wealth management firm located in the historic district of Holly, MI. We have worked with hundreds of individuals, families, foundations, and endowments since 1988. We understand that with the accumulation of wealth comes complexity. There is more to prioritize, and a greater variety of options to explore.

Check out this video on taxes.
05/29/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
05/22/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
05/15/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
05/08/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
05/01/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Assets minus liabilities = net worth. When was the last time you calculated yours?
04/24/2026

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Retirement may change your perception of investment risk.
04/17/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Do you know what your insurance needs are, when you’re married, with children?
04/10/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

04/03/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Tax freedom day: the day you begin earning money for yourself.
03/27/2026

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

Address

115 Battle Alley
Holly, MI
48442

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12675936025

Website

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