PROTECT YOUR ORGANIZATION
SUPPORT YOUR EMPLOYEES

AT RWM Financial Group, we provide access to transparent, cost-effective 401(k) and retirement plans to help employers and employees build, preserve, and transfer wealth.

Providing a clear path to secure retirement for employers and employees of successful businesses, agriculture companies, and Native American organizations.

Check the background of investment professionals associated with RWM Financial Group on FINRA’s BrokerCheck®.

Multicultural Coffee Shop Owners Meeting Behind the Counter and Working on Tablet Computer and Checking Inventory in a Cozy Loft-Style Cafe. Successful Restaurant Managers and Barista at Work.

Successful Business Owners

We call it a job well done when employers and employees win. We help business owners develop cost-effective, transparent, and empowering retirement plans that seek to improve employee retention and morale. Employers and employees can reach a dignified retirement together.

workers handshake outdoor on wheat field

Agricultural Pursuits

We specialize in the challenges and concerns farmers face in Central California’s business community. We’re committed to protecting your business while supporting your loyal employees with a well-managed retirement plan.

Native American dancer at traditional pow-wow.

Native American Organizations

We’ve helped Native American businesses and governmental organizations pursue their financial goals for over 20 years. Our customized retirement plan services address your unique tribal challenges and compliance requirements.

Meet The Team

OUR PROFESSIONALS ARE INVESTMENT FIDUCIARIES.

With RWM Financial Group, you get retirement and investment guidance you can trust. Let’s promote your company’s retirement plan success.

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Contact Us

Tel: 559-924-0304
Fax: 559-924-0314

E-mail: team@rwmfinancialgroup.com

Address: 406 B. Street, Lemoore, CA 93245

Firm Disclosures

ADV Part 1

ADV Part 2

FINRA’s BrokerCheck®.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. RWM Financial Group and Global Retirement Partners are not affiliated with LPL Financial.

The Financial Professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of RWM Financial Group or LPL Financial.

PROTECT YOUR ORGANIZATION SUPPORT YOUR EMPLOYEES