R1 Financial Group is a registered investment advisor (RIA) based in Dallas, Texas. The firm manages investment accounts and provides financial planning services for individuals, families, small business owners and trusts. These services include:

 Portfolio management:

  • Set up and management of personal retirement accounts (IRA, etc.), college savings accounts (529s, etc.) and general-purpose investment accounts
  • Transparent, fee-based services (no commissions, no sales charges, no hidden fees)
  • Initial investment selection and on-going account management for growth- and income-oriented strategies
  • Portfolios tailored to clients' objectives, age and risk tolerance
  • Set up and administration of small business retirement plans: SEP/SIMPLE IRAs, 401(k)s

 Financial planning:

  • Personal finance (budgeting, cash flow, debt management, etc.) and insurance planning
  • Savings strategies for retirement funds, children's education expenses and general savings
  • Identifying appropriate account type(s) for each goal based on clients' income, tax bracket and eligibility
  • IRA and 401(k) rollover services
  • Retirement income strategies and IRA distribution management
  • Charitable giving (family foundation & donor-advised fund) planning

We work with clients in these areas (among others) to define goals, educate clients about their options, give our unbiased advice, then create and help implement plans of action. We work with clients to monitor and modify plans over time as necessary, and we build lasting relationships with our clients along the way.

Click below to learn more about our process, our clients, our philosophy and key personnel.

Next: More about R1 Financial Group and Our Process

R1 Financial Group
13154 Coit Rd., Ste. 102C
Dallas, TX 75240

Phone: (214) 628-9100
E-mail: Brad@R1FinancialGroup.com