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Chart Your Course. Enjoy the Journey.

At Route Financial Group, we believe that the route you take to your financial goals is just as important as the destination. Through clear guidance, collaborative planning, and decades of experience, we help clients define their route to financial success so they can enjoy their journey with confidence.

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WHO WE ARE

A Dedicated Team Guiding Your Financial Journey.

Route Financial Group was founded by Loran Coffman, a seasoned Advisor with decades of experience helping clients map out their financial futures. Inspired by his wife, Brenda, and their shared passion for exploration, the name “Route” reflects their love of the journey, from off-road trails to open highways, and symbolizes the importance of guidance, flexibility, and purpose.

Whether you’re climbing toward a major milestone or adjusting to life’s curves, we’re here to help you chart a course that’s uniquely yours.

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Why Route Financial Group and RFG Advisory?

Planning is about creating purpose, meaningful experiences, and creating more time for the things you love so that you can enjoy life with confidence.

The combination of Route Financial Group and RFG Advisory, offers a blend of robust tech tools and personalized support that perfectly complements an approach of thoughtful, individualized, custom financial planning solutions. Whether you're exploring new financial opportunities, setting new goals or simply planning your financial future, this team is here to help you stay on course.

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Whether you're preparing for retirement or planning your next bold move as a founder or business owner, Route Financial Group is here to help you chart your course.

Our Services

See what services Route Financial Group offers.

Contact Us

Get in touch with Route Financial Group.