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RSG Financial Group, Inc. is a registered investment adviser with the California Department of Financial Protection and Innovation (DFPI). Registration as an investment adviser does not imply a certain level of skill or training. RSG Financial Group, Inc. operates as a fiduciary, meaning we are legally and ethically obligated to act in your best interest at all times. Our advisory fees are based on a percentage of assets under management (AUM). A complete description of our services, fees, and any conflicts of interest is available in our Form ADV Part 2, which is available upon request. The information contained on this website is for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any security. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. All investment strategies have the potential for profit or loss, and different investments involve varying degrees of risk. RSG Financial Group, Inc. does not provide legal or tax advice. Clients should consult a qualified attorney or tax professional for advice specific to their individual situation. This disclosure is intended for informational purposes only and does not constitute a complete description of our investment advisory services. For a full description of our services and fees, please refer to our Form ADV Part 2 or contact our office directly.

*RSG Financial Group, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org."

*Geoffrey Peterson holds the RSSA® designation, awarded by the National Association of Registered Social Security Analysts (NARSSA), recognizing specialized training and expertise in Social Security claiming strategies and optimization. RSG Financial Group, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency.
*All information pertaining to Social Security found in the Roadmap™ is free and accessible to the public at ssa.gov

© 2026 RSG Financial Group, Inc. All rights reserved.

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7510 Shoreline Drive Stockton, CA 95219

+1 (209) 477-4834 Form ADV Part 2 A