Contact Information

525-4 Highway 49
Jackson, CA 95642



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, answering questions such as, “How can I create tax-free income to reduce my taxes in retirement?” or “How can I reduce my exposure to market risk and still get a decent return?” or “How can I optimize my Social Security income?”, even “What is the lowest cost Medicare option that suits my needs?”. 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.

About Us

Russ Brown CFP®

Russ is a Certified Financial Planner, specializing in all aspects of Retirement Planning, including Tax-reduction strategies, Medicare, Long-Term Care, Life Insurance, Retirement Income Planning and ...

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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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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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A Better ROTH Alternative

Using our RAFT strategy (Retirement Approach Free of Tax) Covert your IRA/401k to a TAX-FREE asset without any taxes paid out of your pocket. Unlike a ...

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Risk Reduction

Since 2000, market corrections have become more common place. Remember 2000 and 2008? Most people, especially those close to retirement ...

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Financial Planning

A Certified Financial Planner, RNA Financial can help you achieve your financial goals; teach you strategies to reduce risk, taxes, increase income ...

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Retirement Planning

Planning for the future shouldn’t be difficult or painful. It should be a gratifying process knowing that you’ve taken the proper steps to achieve the ...

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Secure Lifetime Income

Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. And there may not be a more important ...

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IRA/401k Rollovers

IRA/401k rollover solutions to convert that taxable asset to a TAX FREE asset, or withdraw your RMD each year and still be guaranteed to leave at leas ...

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Long-Term Care

For those without long-term care coverage, there is good news. Over the last few years, there have been some highly innovative solutions developed tha ...

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Life Insurance

Life insurance has many uses; one of our favorites is to convert a taxable asset, like an IRA or a capital gain into a TAX-FREE asset, without any out ...

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How much is your taxable IRA really worth?

Sadly, not as much as you think.