Michael D. Rautiola,  CFP<sup>&reg;</sup> - Financial Advisor

Michael D. Rautiola, CFP®

CERTIFIED FINANCIAL PLANNER ™

RFC Financial Planners

5263 Plymouth Rd.
Ann Arbor, MI 48105
FINANCIAL ADVISOR'S WEBSITE
(734) 272-4224

General

Michael Rautiola is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RFC Financial Planners in Ann Arbor, MI and the surrounding communities.

Financial Advisor Overview

Today, life seems to move at the speed of light, and achieving one’s financial goals can be confusing and more difficult than ever. At RFC, we help coordinate and simplify the lives of clients who do not have the time, desire or expertise to go it alone in the ever increasingly complex world of finance.

We provide Comprehensive Financial Planning, Investment Management, Risk Management and Business Consulting, regarding all aspects of your finances. Our clients come from all walks of life, and for all types of reasons.

As Certified Financial Planner™ professionals, our role is to coordinate all the members of your professional team, making sure everyone is moving in the same direction-, your direction, providing you with more of a "one-stop comprehensive financial planning" experience. Whether you are looking to preserve or grow wealth, reduce taxes, or just alleviate stress, we want you to feel comfortable, confident and in control of your finances. We look forward to meeting you in person, and to helping you define and achieve your highest goals.

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Financial Advisor Experience

With Mike's experience in the financial services industry beginning in 1996, he has worked for firms such as Smith Barney, Merrill Lynch, and Sigma Financial before establishing RFC Financial Planners as an independent CERTIFIED FINANCIAL PLANNER™. In addition to serving his own clientele, from May 2002 to July 2007, Mike was also retained as a consultant in the case planning department of Sigma Financial Corporation. He provided training, advice, investment strategies and financial planning recommendations to approximately 1,200 investment professionals across the country. As "The Planner's Planner", Mike had the opportunity to effectively address a wide variety of unique planning challenges. From the best ways to not outlive one's money in retirement, to transferring wealth with a minimum of taxes while maintaining maximum control.

Mike graduated Magna Cum Laude with a Bachelor's degree in Finance from Eastern Michigan University and continues involvement in the university's accounting/finance alumni association. He has also been actively involved with the Financial Planning Association of Michigan chapter serving as an elected board member, the membership committee co-chairperson, and the practice management / technology day co-chairperson. Mike enjoys playing co-ed softball, with interests in art, music, traveling, and beer & wine making. Mike resides in Plymouth, MI with his wife Nicole.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CWS

Insurance Licenses

  • Life insurance: MI, FL, TX, OH, NH
  • Health/disability insurance: MI, FL, TX, OH, NH
  • Fixed annuities: MI, FL, TX, OH, NH
  • Variable annuities: MI, FL, TX, OH, NH

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Job Loss, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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