RWM Financial Group

RWM Financial Group Our mission is to bring value that transforms lives, businesses, and families. No offers may be made or accepted from any resident of any other state.

For 25+ years, RWM Financial Group has delivered financial education, retirement plan guidance, and wealth support for individuals, families, and organizations. The registered representatives are with and securities offered through LPL Financial, “Member FINRA/SIPC finra.org sipc.org"
• Third party posts found on this profile do no

t reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

07/17/2026

Feel like you're behind on retirement? You're not alone — and it's not too late. Marcus shares the mindset shift that matters more than the calendar.

Schedule a review → rwmfinancialgroup.com | 559-924-0304

NNAHRA brings together the HR and benefits professionals who make workplace retirement plans work. As a sponsor and spea...
07/16/2026

NNAHRA brings together the HR and benefits professionals who make workplace retirement plans work. As a sponsor and speaker this September, RWM Financial Group is proud to be part of that conversation... because great retirement outcomes start with great plan design.

Connect with us → rwmfinancialgroup.com | 559-924-0304

Married in 2026? Bought a home? Had a child? Life changes mean your financial plan needs an update. Here are the five li...
07/15/2026

Married in 2026? Bought a home? Had a child? Life changes mean your financial plan needs an update. Here are the five life events that most commonly require a plan review, and what to do next.

Read the full blog → https://www.rwmfinancialgroup.com/mid-year/

07/14/2026

You might be surprised what you can actually use 529 money for. It goes beyond tuition. Brahm explains the approved expenses many families overlook.

Your Weekly Market Commentary. Stay up-to-date on financial market trends and understand stock market predictions.https:...
07/13/2026

Your Weekly Market Commentary. Stay up-to-date on financial market trends and understand stock market predictions.

https://f.mtr.cool/sahfqdxsij

For business owners, mid-year isn't just a personal financial checkpoint, it's a business one. Check out what every busi...
07/13/2026

For business owners, mid-year isn't just a personal financial checkpoint, it's a business one. Check out what every business owner should be asking themselves right now.

Read the full blog → https://www.rwmfinancialgroup.com/mid-year/

07/10/2026

Most people set up their 401k once, pick a few funds, and never look again. Marcus breaks down the #1 thing people overlook in their retirement account — and why a regular rebalance matters as much as picking the "right" fund.

Read more → rwmfinancialgroup.com/mid-year/
Schedule a review → 559-924-0304

Exciting news to share. RWM Financial Group will be a sponsor and speaker at the NNAHRA 30th Annual Conference this Sept...
07/09/2026

Exciting news to share. RWM Financial Group will be a sponsor and speaker at the NNAHRA 30th Annual Conference this September in Honolulu.
NNAHRA brings together HR and benefits professionals from Native American and Tribal organizations nationwide, and we're honored to be part of it.
More details coming soon.

Learn more → rwmfinancialgroup.com | 559-924-0304

07/08/2026

July is the perfect time for a reset.

Not a panic.

Not a complete overhaul.

Just a clear look at what's working and what needs attention.

The first half of the year has likely brought changes, both in your business and your life. A midyear check-in is a good opportunity to make sure your retirement plan still aligns with where you're headed.

Sometimes the biggest improvements come from asking a few simple questions before small issues become bigger ones.

If it's been a while since you've reviewed your plan, now is a great time to start the conversation.

07/07/2026

Leftover 529 money after graduation? You have more options than you think. Brahm breaks down what you can actually do with unused 529 funds, including a rollover option many families don't know about.

Address

406 B Street
Lemoore, CA
93245

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