Randy Raymond,CLU,ChFC
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I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Pledge of Confidentiality:
I accept the responsibility of preserving the confidentiality of all matters discussed with each client. The importance of keeping this trust is unquestioned! As a financial professional I regard confidentiality as the single most important item of consideration. "Your business is your business". If I am given the opportunity to work with you, you have my personal guarantee of total confidentiality.
"YOUR FINANCIAL SECURITY TOMORROW IS MY MISSION TODAY"
Newsletters
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Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
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A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
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Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
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Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
Calculators
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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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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.