Q: What are you most proud of achieving with RFL’s help?
A: One of the biggest things for us is having real peace of mind about our children’s education.
It’s a huge part of our long-term goals, and now we know it’s handled.
It’s no longer this nagging task on our to-do list—it’s done, it’s planned, and we’re confident in the path forward.
That alone has been a major relief.
Q: What have you enjoyed most about working with RFL?
A: It’s the personal connection. Working with Saad and the team feels more like working with trusted friends than just financial advisors.
There’s an ease in the relationship—you can have a conversation, bring your family into it, and it never feels cold or transactional.
It’s rare to find that in this industry.
Q: Has working with RFL helped with your mental peace of mind?
A: Absolutely. As physicians, we’re constantly under stress—there’s always something demanding your attention.
Having RFL as that trusted pair of eyes gives us space to breathe.
Knowing they’re proactively managing things behind the scenes means we’re not carrying the entire load ourselves.
It’s one less thing to worry about, and that makes a real difference in our day-to-day peace of mind.
Q: Would you recommend RFL to a friend?
A: Without hesitation. It’s a very easy yes for us.
Anyone who wants clarity, peace of mind, and a genuine partnership should talk to RFL.
