As of November 30th 2020 we will no longer be staffing a brick and mortar California office; COVID-19 and California’s subsequent harsh restrictions has shown us that we need to be realistic and forward-looking at the same time. We will still offer the same excellent customer service and will be available for phone calls and/or virtual appointments. If you need to meet in person, we can schedule a meeting in your home or at another pre-determined place with your health and safety at the forefront. We have many clients throughout the country and our main method of contact with them is via email, phone, and virtual appointments.
We look forward to our continued partnership. Thank you for your understanding,
Russ and Ava Brown, Founders, RNA Retirement Inc.
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.
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 ...
CMS recommends you evaluate how you get Medicare every year as there are several ways you can receive your Medicare Benefits; choosing the right plan ...
Since 2000, market corrections have become more common place. Remember 2000 and 2008? Most people, especially those close to retirement ...
A Certified Financial Planner, RNA Financial can help you achieve your financial goals; teach you strategies to reduce risk, taxes, increase income ...
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 ...
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 ...
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 ...
Many retirees live without a paycheck for 30 years or more. Let us help you avoid common claiming mistakes and maximize your Social Security payments. ...
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 ...
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 ...
Sadly, not as much as you think.