Rauschenberger Financial Advisors

Retirement Coach and Financial Advisor

INDEPENDENT - FEE-ONLY - HOURLY - FIDUCIARY

Our primary mission at Rauschenberger Financial Advisors (RFA) is to help our clients achieve financial confidence, clarity and success by providing affordable and objective advice on an hourly basis.

We are an independent “advice only” firm. We do not sell any products or earn any commissions. Therefore, we are able to offer objective advice and recommend the most appropriate solutions at the best value without any conflict of interest or institutional biases.

Typically, we start with the end in mind or in other words your goals, dreams and desires. We then gather and organize your financial history, analyze it, research key issues when needed, formulate a plan, present it for your approval and then, finally, help you implement it..….thereby putting you on a path to achieving your personal financial goals.

Common engagements may include:

+ Retirement Planning
+ College Funding
+ 401K Allocation, Rollover and Review
+ Investment Analysis & Management
+ Portfolio Design & Asset Allocation
+ Employee Benefit & Healthcare Analysis
+ Tax Planning
+ Risk Review & Insurance Planning
+ Cash Flow Planning
+ Estate Plan Review
+ Comprehensive Financial Plan
+ Quick Start Financial Plan for New Couples & Twenty-Something’s
+ Financial Check-ups and Second Opinions

RFA was founded by Keith Rauschenberger, who is the president and principal planner. He has a Bachelor’s degree and Master’s degree in business, with a concentration in finance, and spent over 30 years in banking and small business management. He became involved in planning over 10 years ago and holds a Certificate of Financial Planning. RFA is a member of the Garrett Planning Network and the Financial Planning Association (“FPA”).

In addition to his professional activities, he is active at St. Hugh of Lincoln, Episcopal Church, having served on the vestry and as treasurer. He is currently a member of the Elgin Academy Board of Trustees and serves as both treasure and chairman of its Finance and Facilities Committee. Keith lives with his wife and two children in Elgin, Illinois.

Call or email us today for a complimentary initial meeting to discuss your financial goals and to get your questions answered. You can reach us at 847-802-2500 or [email protected].

Rauschenberger Financial Advisors is a registered investment advisor offering advisory services in the State of Illinois and other jurisdictions where exempted.