Financial Planning Made Simple

Empowering you with greater financial freedom, stress reduction, and confidence.

For Us, It’s Personal

Count on consistency and continuity from a trustworthy team of professionals.

Your goals matter to us. At R² Financial, it’s all about you. We value authentic connections to better understand you and your financial goals. Our end goal? A richer, fuller life for our clients.

We’re Not Your Typical Financial Planning Firm.

We like to do things differently than it has traditionally been done in our industry. We don’t follow a stuffy, intimidating, or overbearing process. By simplifying the process and making it fun for you, we believe you’ll stay engaged and involved as you see the progress you’re making toward addressing your needs.

See Our Story

Big Goals. Simple Solutions.

Proper planning spans multiple areas to help gain a comprehensive view of your wealth. That’s why our strategies cover investments, retirement planning, insurance, legacy planning—and more.

Our Process

Investment Planning

Build a plan that’s consistent with your goals, time horizon, and risk tolerance.

Our History

Retirement Planning

Develop a strategy to help you live the retirement lifestyle you envision.

Our Values

Insurance Planning

Evaluate your need for life, long-term care, disability, and other insurance.

Our Resources

Business Owner Strategies

Plan for every stage of your business, from growth to succession.

A Laid-Back, Approachable Team.

A Laid-Back, Approachable Team.

We love being real with our clients.

While we are a group of extremely competent and experienced advisors, we’re also fun and comfortable to work with. We don’t take ourselves too seriously—but we always take your financial goals seriously.

We Want to See You Succeed

We’re driven by a genuine compassion for our clients. We want to do all we can to help them thrive, no matter where they are on their financial journey. That means you can count on us to always be there for you and your family.

Schedule Your Complimentary Consultation Today.

Interested in learning more? Connect with us to schedule a meeting with our seasoned team of professionals. 

Contact Us