Renaissance Financial

Planning for retirement? Our Tax and Investment Strategies Roadmap is here to guide you! From Roth IRAs and catch-up contributions to avoiding early withdrawal penalties, these strategies are designed to help you reach your goals with confidence. Talk to a Renaissance Financial Advisor today to build a plan tailored to your future!

Celebrating the moments that truly matter! 🌟 Watching clients achieve their financial goals and seeing their confidence shine through is what drives us every day.

Our Renaissance team proudly wore pink in support of "RFC Wears Pink" day, honoring memory, survivors, and still battling cancer. We stand together in solidarity and compassion, bringing awareness and strength to the fight against breast cancer. ♥️

Understanding the basics of investing can help you achieve your financial goals at any stage of life. Learn how to balance savings with investments, manage risk, and take advantage of compounding returns to grow your wealth over time. Reach out to your advisor to start the conversation now!

Plan for your small business’s long-term success with retirement options that benefit both you and your employees. Reach out to your advisor to learn how strategic financial planning can help you achieve your goals and help secure your business’s future.

We believe financial planning goes beyond just managing money—it’s about building confidence, providing education, and creating stability.

🚨 October is Breast Cancer Awareness Month! 🚨 Renaissance had the privilege of learning from Dr. Kate Appleton, a leading expert in AI-driven breast cancer detection, during our October Boost session. Dr. Appleton shared her insights on "AI Innovations in Breast Cancer Detection: A New Era", highlighting how advancements in machine learning are transforming mammogram interpretation and practice optimization. Her experience co-founding WhiteRabbit.ai and her roles with Myriad Genetics and Pink Ribbon Good gave us a valuable perspective on the future of healthcare imaging. We truly appreciate learning from Dr. Appleton and we are so grateful for her work in this important endeavor.

Unlock the power of giving with a Donor-Advised Fund (DAF) 🌟 Contribute cash or assets, enjoy tax deductions, and watch your donations grow tax-free! 💰 Give smarter, give longer - maximize your impact with a DAF. Choose where your generosity goes, set up recurring donations, and even donate cryptocurrency! 🚀 Make every dollar count and support the causes you care about. Ready to make a difference? Contact us to learn more!

Estate planning is more than just a will – it’s about protecting your future and your loved ones. Learn how a comprehensive estate plan can benefit you and your business. Reach out to your advisor today to get started.

Your 20s and 30s are the perfect time to build a strong financial foundation. Check out these 6 strategies to help you stay ahead! 💰 Reach out to your advisor to get started.