Todd Doobrow, CFP, RICP, MBA at RFG Advisory

Todd Doobrow, CFP, RICP, MBA at RFG Advisory CFP, TPCP, RICP, ChFC, MBA
FINRA Series 7, 66
Life, Acc, Health Insurance Licenses You are a unique individual; shouldn’t your planning be as well?

This is a process, not a sale; it is an ongoing relationship that relies on communication, trust, and action. Do you feel you are getting the best from your financial advisors or are they just selling you the one product their manager requires? How many times do they call just to check in or is every call a sales call? I take pride in getting to know my clients, both individuals and businesses, and what is important to them. I help prioritize their needs and select products based on how they behave, not necessarily for what they are called. If you know you need help and haven’t gotten started, let’s talk. If you have started but don’t understand how what you own works, let me know. If you think you have everything covered and just want a second opinion, I’m happy to help with that as well. My main priority is making sure you have no financial blind spots. Let’s make sure you are where you want to be; I’ll help you get there. Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory and Private Client Services are unaffiliated entities.

Do you know the difference between a global mutual fund and an international mutual fund?
10/09/2026

Do you know the difference between a global mutual fund and an international mutual fund?

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If you don’t have an estate strategy, here's some reasons why you should.
10/06/2026

If you don’t have an estate strategy, here's some reasons why you should.

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The S&P 500 is ubiquitous. Ever wonder how it works?
10/02/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

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For a small business, the loss of a key person could cause financial hardship.
09/29/2026

For a small business, the loss of a key person could cause financial hardship.

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D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
09/25/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

09/22/2026

Three steps may make a difference if you find yourself suddenly single.

It isn't whether you should have auto insurance - it's what kind you should have.
09/18/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Your credit score may impact what you pay for auto and home insurance.
09/15/2026

Your credit score may impact what you pay for auto and home insurance.

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Protect yourself from identity theft.
09/11/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Is your retirement portfolio subject to “sequence of returns” danger?
09/08/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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1400 Urban Center Drive Suite 475
Birmingham, AL
35243

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Monday 7am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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