Your caring and trusted financial guide

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.

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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.

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.

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Randy Rawe

President

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Eric Rawe

Investment Advisor Representative

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Linda Rawe

Office Manager

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Jessica Parks

Operations Manager

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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.

Ready to get started? Schedule a consultation today to learn more about how we can help you with all of your financial needs.

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