Personalized Financial Planning Consultants

Working Together With You on Your Financial Journey

RVPII Consulting specializes in providing fiduciary-level guidance to American working families, business owners, and real estate investors. We offer a full suite of personalized financial planning services. From retirement planning to 1031 exchanges, we have access to hundreds of investment products that we will tailor specifically to your needs and goals.

Roy Pfleger II is your personalized financial planning consultant
Roy Pfleger II is your personalized financial planning consultant

RVPII Consulting’s Promise to You

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Honesty

When it comes to your financial future, you need a professional you can trust. With RVPII Consulting, you can expect personalized financial planning services performed with honesty and transparency every step of the way.

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Integrity

As a fiduciary, our financial consultants adhere strongly to the principles of integrity. Our client’s interests always come ahead of our own.

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Responsibility

RVPII Consulting’s financial professionals firmly believe in the responsibility we have to our clients. We hold ourselves accountable to you every single day.

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Loyalty

We are not your traditional financial services company. We forge long-term relationships with our clients to whom we remain fiercely loyal.

Memberships & Affiliations

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Three Village Chamber of Commerce logo

Our Personalized Financial Planning Process

Grow your wealth with the help of our personalized financial planning consultants

Discovery

When we work together, our financial consultants conduct a comprehensive review of your current financial situation and the plans you have for the future. Then, we determine the tools and resources necessary to build a personally tailored financial plan.

Rely on our personalized financial planning consultants

Strategizing

RVPII Consulting develops personalized financial planning strategies to grow your wealth. We develop strategic financial solutions for working families, business owners, and real estate investors.

RVPII Consulting personalized financial planning consultants are available today

Implementing Your Plan

After we develop a solid plan, our independent financial consultants implement innovative strategies using a wide range of financial products. Throughout the process, we leverage our expertise to provide you with a best-in-class experience.

You can count on our personalized financial planning consultants

Growing Together

Once you join the RVPII Consulting family, we will work together with you to achieve your goals. Our personalized financial planning services leverage today’s best platforms and technology to solidify your financial future.

Request a Consultation Today!

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