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YOUR FINANCIAL FUTURE, MADE SIMPLE

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Riverstone Financial Group on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Your Changing Definition of Risk in Retirement

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

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What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

James Baltzersen, AAMS®, AIF®

James Baltzersen is a financial advisor and is the President of Riverstone Financial Group LLC. James has worked as a financial advisor for more than 15 years.James has set the mission of RFG: To personalize our relationships through...

Samantha Bieszczak

Operations Manager

Samantha has been Operations Manager with Riverstone since 2014. She has worked in a client process support role since 1994. Samantha enjoys helping clients of Riverstone work through their financial planning process by making sure...

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