Randy Raymond,CLU,ChFC

Welcome!
At the core of my practice, I am committed to upholding the highest standards of integrity and professionalism in every interaction with my clients. I strive to forge a strong relationship built on trust, understanding, and mutual respect.
Mission Statement
My mission is simple: to empower you to achieve your financial goals with confidence and clarity. I am dedicated to gaining a deep understanding of your unique financial situation, aspirations, and concerns. By doing so, I can provide you with tailored solutions and expert guidance to navigate the complexities of finance.
Pledge of Confidentiality
Confidentiality is paramount in our partnership. I understand and honor the sensitivity of the information you entrust to me. Rest assured, all discussions and details shared with me are treated with the utmost confidentiality. Your privacy is not just a priority; it is a fundamental principle that guides every aspect of my practice.
As a financial professional, I hold myself to the highest ethical standards, and I recognize the profound importance of maintaining your trust. When you choose to work with me, you can be confident that your business remains your business. My commitment to total confidentiality is unwavering, and you have my personal guarantee of discretion and privacy.
Thank you for considering me as your financial partner. I look forward to the opportunity to serve you and support you on your journey towards financial success.
"YOUR FINANCIAL SECURITY TOMORROW IS MY MISSION TODAY"
Newsletters
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
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Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
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ETFs Are Closing the Gap with Mutual Funds
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Lease Payment
How much would your monthly lease payment be?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.