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    Financial Services 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.

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    Investments

    Demystify your investment plan with data-driven strategies to help you avoid pitfalls.

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    Retirement and Financial Planning

    Build a plan with the aid of our experience that’ll help you enjoy your lifetime dreams.
     

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    Insurance and Estate Planning

    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.

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    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.  

     

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    We Simplify Your Journey

    Our independence allows us to build portfolios and financial plans that are focused exclusively on you and your life goals.  

     

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    Our Process

    We believe building long-lasting relationships all start with a genuine conversation.   

     

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    Our Team

    Through years of experience and training, we pride ourselves on helping families better understand their finances, so they can pursue their financial aspirations.

    MEET OUR TEAM 

    Caring for Our Community

    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.

    The Rawe Family Foundation Group Photo

    Rawe Family Foundation

    Randy is currently the Golf Committee Chairperson. Linda is on the Board and serves on the Golf Committee.

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    DCCH Center for Children and Families Group Photo

    DCCH Center for Children and Families

    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.

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    Congregation of Divine Providence Group Photo

    Congregation of Divine Providence

    Linda is currently the Development Board Chairperson for the Congregation of Divine Providence.

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