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Our Services

At Rainier Financial Group, we craft comprehensive financial strategies that work in unison. Our plans are anchored in your best interests, and every solution is designed to strengthen the next. While providing a full spectrum of services, we connect our clients to our professional network of attorneys and CPAs to promote the total alignment of your financial life.

We provide the following services to help you live the life you’ve always imagined:

Financial Planning

True financial planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, our advisors develop comprehensive strategies for clients that allow them to make stronger financial decisions.

Though one-size fits all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth. From providing life, disability, and long-term care insurance, to developing tax-advantaged college savings plans and retirement income strategies, our advisors strive to help promote your total financial independence.

Investment Management

We are dedicated to constructing and managing investment portfolios with the highest level of service. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, we strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations.  We believe the market drives returns, and portfolio structure and implementation determine performance.  Our investment principles are focused on managing risk and combining asset classes efficiently and cost effectively.  When we put them into practice, we allocate assets guided by sound judgement while being deeply informed by your circumstances and preferences. 

In addition many of our clients are interested in Responsible Investing.  This isn’t simply about excluding “sin” stocks.  It’s about investing to achieve both a positive impact on society and favorable investment results.  It turns out that embracing environmental, social and governance (ESG) best practices is good business.  And investors are discovering that it’s possible to earn competitive returns with portfolios that reflect their values.  Ask us about how you can implement investment strategies that influence positive change by building portfolios based on the five pillars of responsible investing;  performance, research, engagement, sustainability and impact.

*Socially Responsible Investing is subject to numerous risks, chief amongst them that returns may be lower than if the advisor made decisions based only on investment considerations. 

Retirement Planning 

Whether you are  in the prime of your career, are just a few years away from leaving the workforce, or are already retired, we can help you gain confidence that your long-term goals will be addressed. Our team will offer detailed projections of when you can retire, at what level of income, and what rate of return will be necessary to meet your retirement goals. For those already retired, we will stress-test your plan for longevity risk, helping you ensure that your desired lifestyle has the possibility to be maintained throughout your life. .

We have helped clients effortlessly transition from the working world into retirement. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions, social security income, 401(k) plans, savings, stock options, deferred compensation, and other assets that seek to provide a reliable income stream throughout your future.

Legacy & Estate Planning

At its core, wealth transfer isn’t just about money. In addition to your assets, high net-worth individuals want to pass on their most essential and lasting values to their children, grandchildren, and great-grandchildren. We know that the best-informed decisions have the most enduring impact.  Our focused approach to multi-generational wealth management respects the importance of sustaining your legacy.

Have confidence that your most cherished assets will reach the people and places you hold dear. Our strategic plans help ensure your estate plans fulfill your financial goals well beyond your lifetime. As your advisors, we will work with you to help optimize tax efficiencies, coordinate your documentation, provide for charitable entities and more. No matter where you are in life, we will be here to understand and harmonize your financial needs for you and your loved ones.

Insurance Solutions

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones.

By providing full audits of your existing insurance portfolio, our professionals will ensure you have the proper coverage and asset protection structures in place. From life insurance to long-term care and disability income, we can provide a full suite of insurance policies to help you defend against the unexpected.  With access to the industry’s leading providers, we can connect you with custom insurance solutions.

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