Wendy Stockwell Lopez Reality, 9425 S Union Sq, Ste 101, Sandy, UT 84070, US

RFK Capital Management is a fee-only financial planning firm based in Sandy, UT, offering comprehensive financial planning services for DIY investors, with a particular focus on physicians and retirees. Their main service, the DIY Investing Service, combines personalized financial planning with expert guidance on DIY investing, providing clients with a comprehensive financial plan, three Zoom meetings, and one year of follow-up advice at no additional charge. In addition, RFK Capital Management offers a Financial Review service for confident DIY investors seeking a second opinion on their investing and personal finances. Clients who have completed either service can also rehire the firm for a two-hour follow-up review at their discretion. With a commitment to providing transparent and fiduciary services, RFK Capital Management aims to empower clients to make informed financial decisions and achieve their long-term goals.Generated from the website

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