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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.
“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. Our aim is to lead, coach and work with you to improve your life every day in every way we can.
Furthermore, it’s important that you feel your needs and concerns are heard and acted upon appropriately and that you’re confident that your best interest is at the heart of ever decision we make.
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 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.
After establishing a relationship and your needs are understood, I'll design a financial plan that's geared toward your specific objectives.
I will go over your uniquely designed plan, and answer any questions, so that every decision you make is an informed one.
Your strategy is executed through the financial planning tools available to us by Raymond James, our broker-dealer.
I will actively monitor your accounts, exercising the highest-degree of care and attention in the management of your assets.
I will meet with you semi-annually to review your accounts, also giving us the chance to discuss any new needs or lifestyle changes.
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
adjective - 1. Not subject to another's authority or jurisdiction, autonomous; free
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. After that, someone from our team will ask you a few qualifying questions before providing you with a list of clients who have agreed to share their experience with you.