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Monthly Contribution: $250
$0
$2,000

Total Account Value

$0
Principal + Gains at retirement

Principal

$0
Total contributions without growth

Investment Gains

$0
Account Value – Principal

This chart is a hypothetical comparison. Investing involves risk of loss and performance is not guaranteed.

The hypothetical chart above illustrates the potential growth of an investment account assuming a variable annual nominal investment growth rate vs. a 0.41% national savings account deposit rate as of March 4, 2025. This chart assumes estimated/average return rates stay constant over the course of the time horizon and that no withdrawals were taken. Taxes, fees, and inflation are not included.

Unlike traditional savings accounts, investment accounts are subject to market risk and do not carry FDIC insurance to protect from loss. Each type of account has its own unique set of potential benefits and limitations that you should consider before deciding what type is right for you.

This example is for illustrative purposes only and does not represent the performance of any security. The assumed rate of return is not guaranteed. Investments that have potential for higher rates of return also come with risk of loss. Past performance does not guarantee future results.

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When your wealth carries complexity, your advisory relationship should carry clarity. 

Client-Centered Process

Your Vision, Our Focus. From discovery to design, implementation to ongoing refinement, we take the time to understand your needs and values. We craft every financial strategy with intention and tailor partnerships grounded in your goals, values, and vision for the future.

Guiding Principles

Our strategies are grounded in principles that reflect discipline, alignment, and long-term stewardship. We don’t chase market trends, we build durable, value-based plans that evolve with you. Every decision is made to support sustainable wealth, preserve your legacy, and elevate purpose into meaningful impact.

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Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.