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Our Firm

RG Financial Services’ mission is to help you plan your financial future and uphold your lifestyle in retirement. Our primary focus is on retirement income planning.

Meet Frank Johnson III

Frank Johnson III is founder and president of RG Financial Services. He has been in the financial industry 13 years.

Frank knows his clients worked very hard for their retirement savings. He will work with you to create and implement well-thought-out strategies that will help you have confidence in retirement.

Frank attended the University of South Florida and holds a 2-15 health and life insurance license in the state of Florida.

Frank lives in Tampa, Florida, with his wife, Mary; his daughter, Reagan; and his son, Grant. When he’s not in the office, Frank enjoys spending time with his family, coaching his daughter’s soccer and softball teams, golf, camping and kayaking.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@rgadvisoryinc.com or call us at 813.421.1897 today!

Frank Johnson Jr.

Frank Johnson Jr. attended Arkansas State University, where he earned his bachelor’s degree in economics with minors in accounting and military science. After completing college and Officer Candidate School, Frank served four years active duty as an Army officer in various assignments in the United States and Europe.

Following his military service, Frank spent 20 years with a large finance company. For the next 12 years, he was employed by Southeastern Staffing, an employee leasing company (PEO) with 600 client companies and approximately 12,000 employees. One of his many responsibilities at Southeastern was to act as trustee/fiduciary for the multiple-employer 401(k) plan. Frank spent the next seven years as director of human resources at a holding company with nine assisted-living facilities and three home health agencies supervising payroll and benefits, dealing directly with health insurance and workers’ compensation insurance carriers, as well as serving as trustee/fiduciary of a new 401(k) plan.

Frank and his family live in Tampa, Florida, where he enjoys playing golf and gardening with his wife, Linda.

RG Advisory Strategic Partners:

Global Financial Private Capital

James J. Pulkowski, CPA, PA

James is a CPA who has been in public accounting since 1992. He received both his bachelor’s and master’s degrees in accounting from Florida State University. After working for other CPAs, James started his own practice in 2009 because he saw too many clients were being treated like numbers in a file. The goal of James’ office is to treat every client’s work like it is their own. James specializes in individual taxes as well as bookkeeping, income tax and payroll tax services for small businesses. Most of James’s business clients range from single owner/employee to 15-employee businesses. James emphasizes to all of his clients that if you have questions, then please call or email because that discussion in August can be the difference between good or bad news come April 15.

Mario E Torres, Esq.

Mario E. Torres, III, founded torres|benet, p.a in 2006. Located in Lutz, Florida, and servicing the Greater Tampa Bay Area, torres|benet, p.a. focuses in civil litigation, real estate, family law, wills/trust/estate law and personal injury law. To date, Mario has successfully handled several hundred cases with the mission of thinking reasonably and coming up with rational problem solving solutions. Mario previously worked for Draves and Beame, P.A. and Joel B. Fein, P.A. Mario is also a licensed Florida notary public. Prior to commencing a career in the legal profession, Mario worked in advertising/marketing. 
www.torresbenet.com

To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at info@rgadvisoryinc.com or call us at 813.421.1897 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. 

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Who We Are / Our Focus
Meet Frank Johnson

Frank is committed to helping you reach your financial goals. We provide custom solutions based on your individual needs.

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What We Do

Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.