Contact Information


Address:
525-4 Highway 49
Jackson, CA 95642

Phone:
888-203-8797

Email:
admin@rnafinancial.com

Choosing a financial partner to help you plan for retirement is one of the most important choices you will make.

At RNA Financial, we strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. Once we help you design and implement your plan, we remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.

You only get one shot at retirement, use our expertise to make sure you get right.

About Us

Sharon Barcklay

Client Relations Sharon is relatively new to this community and loves the laid-back lifestyle it affords. She has a background in both administration and finance. She is also a Notary Public. She grad...

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Ava Brown

Vice President Ava is a retired elementary and middle school teacher with a strong heart for seniors. She currently serves as a long term care ombudsman with the state of California, whose goal is to...

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Russ Brown CFP®

President Spent years with several of the nation’s top senior agencies, setting up offices throughout California and hiring, training and managing agents specializing in all aspects of Retirement Plan...

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Services

Financial Planning

Planning for Life Every day we face challenges managing our finances. Stock market swings, fluctuating interest rates, taxes, debt and inflation – the...

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Retirement Planning

Retirement – Defined By You Baby Boomers are redefining age and retirement. Realizing the retirement of your dreams starts with your own personalized...

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Lifetime Income

Safety and Protection for Volatile Times Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you thi...

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IRA Solutions

IRA/RMD Solutions A traditional Individual Retirement Account (IRA) is a personal tax-deferred retirement plan established for those who receive compe...

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Wealth Transfer

Planning for Future Generations There are few things more important to successfully transferring wealth than solid financial planning. The failure to...

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Long-Term Care

The Care You Need – When You Need It Most According to the Federal Government, over 60% of senior citizens will experience the need for long-term heal...

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Life Insurance

What Legacy Will You Leave? Life insurance has many uses, but one size does not fit all. Almost all insurance companies have now updated their life ex...

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Smarter Wealth Management

Since 2000, market corrections have become more common place. Remember 2000 and 2008? Most people, especially those close to retirement cannot wait 10...

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How much is your taxable IRA really worth?

Sadly, not as much as you think.