Randy Raymond,CLU,ChFC
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
-
The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
-
New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
-
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Savings Accumulation
Estimate the future value of your current savings.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.