facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

more to Life than money

We help you unlock it with intelligent, insightful, and researched advice.

Contact Us Today

A Strategic, Simple Path for Your Journey

As an independent firm we're able to personalize financial solutions tailored to your unique needs. As a fiduciary, we put you first. Our recommendations are always informed by proven wealth management strategies. We're committed to earning your trust and stand firm in our commitment to excellence and expertise.

Learn About Our Approach

Financial Services Include

Coaching & Advice

Life is full of big, important decisions and our work is to lead people through them.

Inheritance Planning

We specialize in strategic preparations with those who may be receiving an inheritance.

Retirement Planning

It's a lifelong process that requires a strategic and simple plan based on your goals and desires.

Wealth Management

We take a holistic approach to wealth management that often involves outside experts.

Financial Planning

We'll lay out the necessary steps so you can generate future income and cover future expenses.

Income Protection & Insurance

Get prepared for the unexpected and feel a weight off your shoulders.

See Our Services

Helping Clients Dream Bigger

At Rayhons, we help clients dream bigger, think clearly about life’s most important decisions, and provide a strategic, simple path for their journey to success. We’re proud of the work we get to do with our clients, and we prize the long-term relationships we get to build and maintain. We know there’s more to life than money, we’re here to help you unlock your most enjoyable life. 

Learn About Our Firm

Browse Learning Resources

Self-Employed Retirement Plan

Today’s topic can be very complicated and is very specialized to your personal and business situation.  My goal today is to give you a few ideas... Read More

Be Ready for the Markets' Next Big Thing

With the pandemic in retreat and economies re-opening, the financial markets have zoomed back past peak levels... Read More

Active vs Passive Investing

When talking about passive and active investing, we constantly hear a debate of why one could be better than the other. However, they are two different strategies... Read More