We’re dedicated to helping our clients and community thrive. Rely on our experience to help you maneuver the complexities of today’s financial challenges.
Financial Advisors Working for You
We specialize in helping individuals and families reach their investment and retirement goals by offering a personalized plan that takes the mystery out of investing, insurance, estate conservation, and preserving your wealth.
Investments
Demystify your investment plan with data-driven strategies to help you avoid pitfalls.
Retirement and Financial Planning
Build a plan with the aid of our experience that’ll help you enjoy your lifetime dreams.
Find the right balance to protect your family’s finances from life’s unexpected events.
Who We Are
A family-owned financial advisory firm, we started with one goal in mind: helping other families prepare for and enjoy their dream retirement. Growing up in large families, we learned the importance of preparation, planning, discipline, education, and the desire to take care of others. The addition of our son, Eric, means we’re well-positioned to serve our clients for decades to come.
Our Philosophy
We help you achieve your goals by guiding you through a disciplined, long-term approach to investment management and retirement planning. We help clarify it all for you.
We Simplify Your Journey
Our independence allows us to build portfolios and financial plans that are focused exclusively on you and your life goals.
Our Process
We believe building long-lasting relationships all start with a genuine conversation.
Through years of experience and training, we pride ourselves on helping families better understand their finances, so they can pursue their financial aspirations.
Growing up in loving, nurturing families with a strong faith and work ethic, we recognize the responsibility of serving those in need in our community.
Rawe Family Foundation
Randy is currently the Golf Committee Chairperson. Linda is on the Board and serves on the Golf Committee.
Linda is currently the Board President and serves on the Program, Executive, Marketing, and Swing into Spring committees. She’s also a member of the HALO group. Randy is a past Board President and serves on the Program and Swing into Spring committees.