Welcome to Rauschenberger Financial Advisors

Clarity through Planning, Analysis and a Little Bit of Common Sense

Our primary mission at Rauschenberger Financial Advisors (RFA) is to help our clients achieve financial confidence, clarity and success by providing affordable and objective advice on an hourly or project basis.

We are an independent “advice only” firm.  We do not sell any products or earn any commissions.  Therefore, we are able to offer objective advice and recommend the most appropriate solutions at the best value without any conflict of interest or institutional biases.

Typically, we start with the end in mind or in other words your goals, dreams and desires.  We then gather and organize your financial history, analyze it, research key issues when needed, formulate a plan, present it for your approval and then, finally, help you implement it….thereby putting you on a path to achieving your personal financial goals.

Common engagements may include:

  • Retirement Planning
  • College Funding
  • 401K Allocation, Rollover and Review
  • Investment Analysis and Management
  • Portfolio Design and Asset Allocation
  • Employee Benefit and Healthcare Analysis
  • Tax Planning
  • Risk Review and Insurance Planning
  • Cash Flow Planning
  • Estate Plan Review
  • Comprehensive Financial Plan
  • Quick Start Financial Plan for New Couples and Twenty-Something’s
  • Financial Check-ups and Second Opinions

 


Ready to Start?

Call or email us today for a complimentary initial meeting to discuss your financial goals and to get your questions answered.

Still Curious?

View a short video that
explains the advantages
of financial planning:
Financial Planning – Helping
You See the Big Picture

Existing Clients

Click here to access your
Personal Planning Portal.

Contact Keith..

Enter your Email below or call Keith at 847-802-2500 for your initial, no obligation, introductory meeting.

Independent & objective advice

Financial advice only -- no sales or product pressure

Client focused and goal oriented

An advocate for our clients

Affordable and transparent fees

Complimentary initial meeting to discuss your financial goals and to answer your questions