Our Story
Our mission is to inspire our clients to lead more balanced, organized and simplified financial lives so they can focus time on those things in life that cannot be delegated.
We provide this through comprehensive financial planning, investment management, education and proactive service which exceed expectations.
In addition to serving their own clientele, Michael Rautiola and Adam Finch were employed in the advanced financial planning department of a national independent broker/dealer financial services firm. They provided training, advice, investment strategies and financial planning recommendations to approximately 1,200 investment professionals across the country. They are also licensed in life, health and disability insurance.
Michael, Adam, and Matthew Bowden and Phillip Hollander all hold the CERTIFIED FINANCIAL PLANNER® certification. This certification is earned by planners who have successfully met stringent requirements encompassing Education, Experience, Ethics and Examination. Click these links to learn more about the CERTIFIED FINANCIAL PLANNER® Certification and the CFP® Consumer Guide to Financial Planning.
Core Values
Client First
We act in the best interests of our clients. Our team considers your overall financial picture, goals, and what money means to you to get a complete understanding of your financial situation. We clearly explain our recommendations and remain transparent along every step of the way as we work together. We value long-term partnerships. We want a working relationship where you can depend on reliable and consistent service. You don’t have to do this alone.
Integrity
We quickly implement the steps to a successful financial plan once we agree on a course of action. We account for, learn from, and promptly correct mistakes. We won’t cut corners or take the easy path. Your long-term goals are more important to us than short-term gain.
Our Team
We pride ourselves on the character and work ethic of our behind-the-scenes team. Our team invests their time, resources, and knowledge in the work they do for our clients. The RFC Team displays kindness, care, understanding, and respect towards each other in order to do the same for our clients.
Innovative
We recognize that change is inevitable, and we are always ready to adapt. We grow every day by seeking our ways to improve. We believe that our methods can always be more effective, and we never stop thinking critically about ways to serve you better.