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
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.
Learn more
Discover 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 MoreHelpful Content
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
9 Facts About Social Security
There are things about Social Security that might surprise you.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
View all articles 
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Doubling Your Money
This calculator demonstrates the power of compound interest.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Surprises
Making the most of surprises is a great reason to work with us.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.