Fonte Financial Advisors

Fonte Financial Advisors, LLC, operating as RG Financial, LLC, was established in 2015 as an independent investment adviser. The firm is owned by Justin Reckers and Sandra Bozanic. Fonte Financial Advisors offers a range of investment advisory services, including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm acts as a fiduciary, always prioritizing clients' best interests. Investment strategies include asset allocation, fixed income, long-term purchases, and cyclical analysis. Fonte Financial Advisors charges fees based on a percentage of assets under management, with rates varying depending on the amount of assets. The firm recommends using Schwab as the custodian and broker for client accounts. Fonte Financial Advisors does not accept proxy authority to vote client securities and does not provide financial information in the brochure. The firm does not engage in directed brokerage or receive client referrals in exchange for brokerage services. Clients are encouraged to review account statements from the custodian and can request additional information or clarification from the firm regarding their investments.