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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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
How Income Taxes Work
A quick look at how federal income taxes work.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?