Who We Are
We are a team of financial professionals who believe financial advice comes from understanding the whole family. At RAI, getting to know you is a key part of developing a financial plan that gets you where you want to go.Learn more
For more than 30 years, RAI has been helping families reach their financial goals. Through our commitment to caring above and beyond, we are able to help them to take advantage of the opportunities and attain their goals.Learn more
FinLife Management is a collaborative, personalized approach to allow you to do just that. Together, we can help you understand how your money and investment choices can align with personal aspirations to help enrich your life.Discover More
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There are four very good reasons to start investing. Do you know what they are?
Apps that help small business owners better manage and grow their business.
Understanding the economy's cycles can help put current business conditions in better perspective.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Important items to consider when purchasing condo insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
You’ve made investments your whole life. Work with us to help make the most of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a few things to consider when buying or leasing your next vehicle.