Personalized and strategic financial advice tailored to your goals.
We believe that your financial journey should be as unique as you are. With over 20 years of experience, our mission is to empower clients to achieve their financial goals through personalized, transparent, and strategic advice. We take pride in building long-term relationships based on trust, integrity, and a deep understanding of your aspirations.
Our approach combines analytical rigor with a compassionate understanding of each client’s needs. Whether you’re planning for retirement, saving for your children’s education, or navigating complex investment decisions, RS Financial is committed to guiding you with clarity and confidence. Our holistic strategies are designed to strengthen your financial future while aligning with your values and vision.
Roger Severance founded RS Financial in 2005. He began his career in the trust department at Fifth Third Bank, where he worked his way up to the position of Portfolio Manager. He earned a bachelor's degree in Finance from Western Michigan University.
We provide comprehensive financial planning, including retirement strategies, investment management, estate planning, and tax optimization, all customized to your unique objectives.
Call or email to schedule a personalized consultation today.
Email: rseverance@cambridgesecure.com
Phone: (269) 492-9701
Address: 2632 S. 11th St., Kalamazoo, MI 49009
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