Financial Planning Services

Riverbend Planning Group offers solutions for busy individuals and business owners who are struggling to find the time necessary to do proper planning and investing for their future.


We offer asset allocation and portfolio monitoring services on a discretionary or non-discretionary basis. RPG reviews the accounts on a quarterly basis and actively manages the account on a continual basis.  We also meet with the client to discuss their goals and objectives, and then determine and present to the client an asset allocation specifically tailored for them based upon their individual goals, objectives, risk tolerance and investment time horizon.

Riverbend Planning Group, LLC also provides financial planning services to our clients.  These services include:

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(312) 781-2112

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