Infographic: Thoughtful tips for a fulfilling retirement Retirement & Longevity
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to have a relationship with a professional
Welcome
At Raincross Financial Partners, we recognize the great responsibility that comes with being your financial planning partner. With us, you get a disciplined and time-tested investment philosophy, highly principled ethics, and an unparalleled level of care.
Over the past 26 years, we’ve refined our process so that every piece of your financial puzzle fits together in a way that as your life unfolds and your needs evolve, your finances stay in sync with you.
Founder & Registered Principal RJFS
Philosophy
“Planning Today For Better Tomorrows” isn’t just a feel good marketing slogan, it’s the path we want for all our clients. We pride ourselves on creating financial strategies that are based on a knowledge of you and your life’s evolving needs.
Furthermore, it’s important that you feel your needs and concerns are heard and acted upon appropriately so that you’re confident that your best interest is at the heart of ever decision we make.
Our Clients
Some come to us for a second opinion, they already have a financial planner but feel they aren’t getting the level of attention and care they deserve. Others are looking for a trusted advisor for the first time in their lives. Still others may have had a divorce or a loss of a spouse and are worried because they have never before handled the family finances. No matter what stage of life you are in, we have a plan to help.
Our Process
Meet
Our first meeting is where you talk and I listen, and together we decide if it makes sense to move forward, making sure we're a good fit.
Design
After establishing a relationship and your needs are understood, I'll design a financial plan that's geared toward your specific objectives.
Inform
I will go over your uniquely designed plan, and answer any questions, so that every decision you make is an informed one.
Implement
Your strategy is executed through the financial planning tools available to us by Raymond James, our broker-dealer.
Manage
I will review the progress of your plan to make sure you stay on track with your objectives outlined in your custom designed strategy.
Review
We will have scheduled meetings to review your accounts and determine if modification of your plan is in order.
I want to develop the type of relationship with my clients that we will both value over a lifetime. It’s about a genuine engagement and being an all-around financial resource for my clients.
~ Randy Hord
Experience Independence
in*de*pend*ent [in-di-pen-duh nt]
adjective - 1. Not subject to another's authority or jurisdiction, autonomous; free
adjective - 1. Not subject to another's authority or jurisdiction, autonomous; free
Independent Advice
We're not persuaded nor given incentives to sell certain products, nor are we limited to providing certain investments. This gives you a greater range of investment options from which to choose.
No Cookie-Cutter Products
We don't believe in a cookie-cutter approach nor do we think they serve the best interests of our clients. That's why we tailor strategies toward your unique circumstances and goals.
No Sales Pitch
Our job is to be your financial steward, not a salesman. You can trust that your goals dictate our investment strategy for you. We will provide you with objective information from which to make your financial decisions .
Check Us Out
Want to hear from people who chose Raincross Financial Partners for their financial planning? Call our office and let us know you’re interested in our Client Reference List and we will provide you with a list of clients who would love to share their experience with you.
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Address: 3963 11th St.
Riverside, CA 92501
Toll Free: (800) 913 – 1190
- Working Hours
Monday – Friday: 6:30 – 3:30
Saturday: Closed
Sunday: Closed
- Connect With Us
