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1700 Park Street, Suite 110 Naperville, Illinois 60563 

  • O. 630.733.8434
  • F. 630.701.9879
Journey Success Genuine Family

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.

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Our Story

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.

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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.

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Helpful Content

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

The Best Apps in Travel

Technology tips to make your next trip even better.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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