We provide tailored investment advice to meet the unique circumstances of each client. Taking into account each individuals risk tolerance, investment goal, and time horizon to set you up for the highest chance of success.
About Our Firm
Experience matters when it comes to your financial future. With over 25 years of serving clients, RSG Financial Group, Inc. has built a reputation for trusted, personalized investment guidance that stands the test of time. We have helped individuals, families, and businesses across California and beyond navigate complex financial decisions and build lasting wealth. Our reach extends throughout the state and across the country, so no matter where you are, you have access to the same dedicated, high-quality service our clients have come to rely on. When you partner with RSG Financial Group, Inc., you're not just getting an advisor, you're gaining a trusted partner with the wisdom and experience to help you pursue your financial goals with confidence.
As a Registered Investment Advisor, we are held to a fiduciary standard, the highest legal and ethical standard in the financial industry. That means we are required by law to act in your best interest at all times, not just recommend "suitable" investments. We don't earn commissions, and we don't answer to a parent company or shareholders. Our only obligation is to you. When you work with us, you can trust that every recommendation we make is guided by one thing: what's best for your financial future.
The Retirement Income Roadmap™
Your future is certain, let's make sure your benefits are too.
Retirement income planning is a critical part of any financial plan. Let our decades of experience guide you. Using proprietary planning software we take into account factors such as filing status, dependents, employment status, disability, and current pensions to find the exact income you can receive in retirement.*
Visit the retirement income Roadmap™ to find out more
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Geoffrey Peterson CFP®, ChFC®, RSSA®
Geoff's interest in financial markets began at an early age. An initial curiosity in the stock symbols he found on the back page of the sports section in his father’s morning newspaper eventually lead him to earn a degree in Economics from San José State University and then embark on a 30 year career dedicated to helping individuals and families achieve their financial goals. Over the years Geoff has helped people with Comprehensive Financial Planning advice in investment management, retirement income planning, and Social Security optimization. As a Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Registered Social Security Analyst® (RSSA®), he combines technical expertise with a client-centered approach designed to address each client's unique circumstances and objectives. Geoff is committed to building lasting relationships founded on trust, transparency, and personalized service. His recommendations are guided by a fiduciary standard, placing clients' interests first and helping them make informed financial decisions with confidence.
Benton Peterson
Benton Peterson is an Investment Advisor Representative and a graduate of California State University, Sacramento. He is passionate about leveraging emerging financial technologies and data-driven tools to help clients make smarter decisions with their money. Whether you're just starting to build your portfolio or looking to optimize your existing investments, Benton is eager to put his skills to work for you.