Strategy Session
Sixty minutes with an attorney and accountant on the decision in front of you, followed by a written summary of your options and next steps.
Schedule a Consultation
Hablamos Español
Strategy Session
Sixty minutes with an attorney and accountant on the decision in front of you, followed by a written summary of your options and next steps.
Schedule a Consultation
Hablamos Español
Strategy Session
Sixty minutes with an attorney and accountant on the decision in front of you, followed by a written summary of your options and next steps.
Schedule a Consultation
Hablamos Español
You bring the decision. We bring eighteen years of transactions, the tax rules and the legal rules, and we leave you with a written summary you can act on.
You bring the decision. We bring eighteen years of transactions, the tax rules and the legal rules, and we leave you with a written summary you can act on.
You bring the decision. We bring eighteen years of transactions, the tax rules and the legal rules, and we leave you with a written summary you can act on.
ABOUT THIS SERVICE
ABOUT THIS SERVICE
HOW WE WORK
HOW WE WORK
Four Steps From Booking to a Written Summary
Four Steps From Booking to a Written Summary
Four Steps From Booking to a Written Summary
01.
01.
01.
Book Online
Book Online
Book Online
Choose a time that suits you. The session fee is paid at booking and is credited to any engagement you sign within thirty days.
Choose a time that suits you. The session fee is paid at booking and is credited to any engagement you sign within thirty days.
02.
02.
02.
Send Your Documents
Send Your Documents
Send Your Documents
Before the session you send the contract, statements or figures that matter, so the hour is spent on answers rather than background.
Before the session you send the contract, statements or figures that matter, so the hour is spent on answers rather than background.
03.
03.
03.
The Session
The Session
The Session
Sixty minutes by video or in Dallas or Orlando. We work through the options, the numbers and the risks, in English or Spanish.
Sixty minutes by video or in Dallas or Orlando. We work through the options, the numbers and the risks, in English or Spanish.
04.
04.
04.
Written Summary
Written Summary
Written Summary
Within two business days you receive a summary of the options discussed, our recommendation and the next steps, with any fixed fee quotes.
Within two business days you receive a summary of the options discussed, our recommendation and the next steps, with any fixed fee quotes.
WHAT YOU RECEIVE
WHAT YOU RECEIVE
What the Session Includes
What the Session Includes
What the Session Includes
01
Document Review
We read what you send before the session, so the discussion starts from the facts of your matter.
01
Document Review
We read what you send before the session, so the discussion starts from the facts of your matter.
01
Document Review
We read what you send before the session, so the discussion starts from the facts of your matter.
02
Sixty Minute Meeting
A working session with Kenny Ramos, Esq., attorney and accountant, by video or at the Dallas or Orlando office.
02
Sixty Minute Meeting
A working session with Kenny Ramos, Esq., attorney and accountant, by video or at the Dallas or Orlando office.
02
Sixty Minute Meeting
A working session with Kenny Ramos, Esq., attorney and accountant, by video or at the Dallas or Orlando office.
03
Written Summary
The options discussed, the recommendation and the next steps, delivered within two business days.
03
Written Summary
The options discussed, the recommendation and the next steps, delivered within two business days.
03
Written Summary
The options discussed, the recommendation and the next steps, delivered within two business days.
04
Fixed Fee Quotes
If the next step is a deal review, a structure plan, tax work or legal work, you receive a fixed price in writing.
04
Fixed Fee Quotes
If the next step is a deal review, a structure plan, tax work or legal work, you receive a fixed price in writing.
04
Fixed Fee Quotes
If the next step is a deal review, a structure plan, tax work or legal work, you receive a fixed price in writing.
05
Fee Credit
The session fee is credited in full to any engagement with RFH Capital Advisors signed within thirty days.
05
Fee Credit
The session fee is credited in full to any engagement with RFH Capital Advisors signed within thirty days.
05
Fee Credit
The session fee is credited in full to any engagement with RFH Capital Advisors signed within thirty days.
WHO THIS IS FOR
WHO THIS IS FOR
Who Books a Session
Who Books a Session
Who Books a Session
Book a Strategy Session
Book a Strategy Session
Investors Weighing a Deal
01
Investors Weighing a Deal
01
Investors Weighing a Deal
01
Owners With a Tax Question
02
Owners With a Tax Question
02
Owners With a Tax Question
02
Families Deciding on a Home
03
Families Deciding on a Home
03
Families Deciding on a Home
03
OTHER SERVICES
OTHER SERVICES
Complement Your Strategy
with Our Services
Complement Your Strategy
with Our Services
Complement Your Strategy
with Our Services
Asset Management
Structured asset and portfolio management to maintain performance, manage risk, and optimize long-term investment value.
Asset Management
Structured asset and portfolio management to maintain performance, manage risk, and optimize long-term investment value.
Asset Management
Structured asset and portfolio management to maintain performance, manage risk, and optimize long-term investment value.
Tax & Accounting
Tax and accounting solutions designed to optimize tax strategy, ensure compliance, and provide clarity on financial performance.
Tax & Accounting
Tax and accounting solutions designed to optimize tax strategy, ensure compliance, and provide clarity on financial performance.
Tax & Accounting
Tax and accounting solutions designed to optimize tax strategy, ensure compliance, and provide clarity on financial performance.
Private Lending
Flexible financing solutions tailored to real estate investment needs, enabling timely and efficient execution of opportunities.
Private Lending
Flexible financing solutions tailored to real estate investment needs, enabling timely and efficient execution of opportunities.
Private Lending
Flexible financing solutions tailored to real estate investment needs, enabling timely and efficient execution of opportunities.
BOOK A STRATEGY SESSION
Prefer to Write First? Tell Us About Your Decision
Your trusted financial
and investment partner
Get clear strategy for your better financial and real estate decisions
Schedule a Consultation
Your trusted financial
and investment partner
Get clear strategy for your better financial and real estate decisions
Schedule a Consultation
Your trusted financial
and investment partner
Get clear strategy for your better financial and real estate decisions
Schedule a Consultation
Links
Newsletter
Stay up to date on the latest from us
Consulting, tax, accounting and private lending for real estate investors and business owners in Dallas, Orlando and Tampa. Hablamos Español.
Headquarters
Texas Office
© 2026 RFH Capital Advisors. All rights reserved.
Links
Newsletter
Stay up to date on the latest from us
Consulting, tax, accounting and private lending for real estate investors and business owners in Dallas, Orlando and Tampa. Hablamos Español.
Headquarters
Texas Office
© 2026 RFH Capital Advisors.
All rights reserved.
Links
Newsletter
Stay up to date on the latest from us
Consulting, tax, accounting and private lending for real estate investors and business owners in Dallas, Orlando and Tampa. Hablamos Español.
Headquarters
Texas Office
Services
© 2026 RFH Capital Advisors. All rights reserved.