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Who We Serve<br/>

Who We Serve

We partner with those who are looking for premium service and advice and understand that they will get what they are paying for. With our hourly rate structure for holistic financial planning, you gain access to our top-tier planning services, delivering a superior level of support as we work together towards your financial success.

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Our Team

Our Team

Led by Jason and Laura Rainier, our team is here to support you in your life. They are experienced, insightful, qualified, and dedicated to providing you with personalized services tailored to your unique needs and goals.

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Our Values

Our Values

We genuinely care for our clients, taking your well-being personally and dedicating ourselves to your financial success. Our commitment to honesty and integrity forms the foundation of our relationships, as we believe in transparency and trust. With perseverance and determination, we go above and beyond, providing deeper advice and service than our competitors.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

 Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

<strong>Financial Planning</strong>

Financial Planning

Comprehensive assessment for optimizing and enhancing your overall financial situation.

<strong>Charitable Legacy Planning</strong>

Charitable Legacy Planning

Crafting strategies designed to leave a lasting impact through charitable giving.

<strong>Estate Planning Strategies&#160;</strong>

Estate Planning Strategies 

Protecting assets and helping ensure a smooth transfer to future generations.

<strong>Tax Mitigation Strategies</strong>

Tax Mitigation Strategies

Developing effective approaches to help minimize tax liabilities and maximize savings.

<strong>Risk Management</strong>

Risk Management

Identifying and mitigating potential risks to help safeguard financial well-being.

<strong>Retirement and Investment</strong>

Retirement and Investment

Individually tailored strategies designed to help secure a comfortable retirement and optimize investments.

What is My Risk Number?

What is My Risk Number?

Use our free tool to discover your risk number below:

Helpful Information

Curated articles, videos, and more, for a financially savvier you.

Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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Have a question? We're ready to help.

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