Our Story

About R² Financial Strategies

We know that in investing terms, R-squared is the measure of the correlation of a portfolio in comparison to a benchmark index, such as the S&P 500®, for example. However, here at R² Financial Strategies, we’re more focused on benchmarking where you are in relation to reaching your life’s dreams and goals, so we can guide you to help get you there with confidence.

Helping You Pursue Your Dreams.

Helping You Pursue Your Dreams.

We love being real with our clients.

We empower our clients to live life with purpose by helping them feel a sense of financial freedom, stress reduction, and confidence. We can guide you in pursuing your goals—whether that’s paying off debt, starting a business, protecting your loved ones, or saving for retirement.

Our History

We put our years of experience to work for you.

Founded in 2014 by partners, friends, and knowledgeable financial advisors, Scott Schmailzl and Rich Rainforth, R² Financial Strategies was born with the aim of delivering competent, client-centric financial planning. Since our early days, we’ve striven to provide problem-solving strategies, clarity, and education to guide our clients through the complexities of financial planning.

A Team Approach.

A Team Approach.

Bringing you our shared insights.

When you partner with us, you get the strengths of an entire team of skilled financial professionals. Our planning process integrates our team’s proficiencies in various disciplines, including investment advisory, wealth management, insurance planning, and more. You can take advantage of our shared knowledge, insights, and skills to address your needs.

Schedule Your Complimentary
Consultation Today.

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

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