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Secure Document Sharing

We use ShareFile for our secure online document sharing. It lets you quickly, easily, and securely share documents with us, and let us share reports, forms and sensitive information with you.

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Performance Reports

Your performance reports show you a consolidated view of your accounts, allocation, holdings, as well as a comparison of the net amount you invested versus most recent quarter end values.

Advyzon Portal

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Charles Schwab

Our chosen custodian is Charles Schwab, which mean you'll receive statements directly from Schwab and have 24/7 online access. We take care of all the paperwork, customer service, and portfolio management. Best of all, instead of dealing with a call center, you have direct phone and email access to a dedicated team that knows you personally.

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Risk Questionnaire

 

Your advisor makes periodic adjustments to your portfolio based on long-term expectations. These updates help maintain an appropriate allocation and manage investment risk in line with your objectives.

Please click the link below to answer a few brief questions to ensure your profile is up to date.
Our team will review your responses and reach out if any changes to your current allocation are recommended.

Questionnaire

Contact Info

Toll-free | 888-644-7711 
Phone | 727-344-7711
E | info@raineyrandall.com

Office

610 Sycamore Street
Suite 340
Celebration, FL 34747

If you are part of the MCD family

and seeking personalized financial solutions, Rainey & Randall is here to help. Let us unlock your financial potential by booking a Fit Meeting today.

Schedule a Fit Meeting

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Rainey & Randall Wealth Advisors (R&R) is a registered investment advisor located in Celebration, FL. Securities offered through Charles Schwab & Co. Inc. Member of FINRA/SIPC. Investment advice offered through Rainey & Randall Wealth Advisors, Inc., a registered investment advisor and separate entity from Charles Schwab & Co. Inc.

McDonald’s does not endorse or promote our services. McDonald’s is not responsible or liable for any products or services offered by Rainey & Randall Wealth Advisors. The information we provide to you in this publication is for informational and educational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. It does not consider your particular financial circumstances and should not be construed as a solicitation or offer to buy or sell any investment or related financial products. We urge you to consult with a professional advisor before acting on any information appearing or transmitted through this publication. The opinion, analyses, and other information expressed herein constitute judgments as of the date published, are subject to change without notice, and may not be updated to reflect new facts or assumptions.

Regulatory Disclosures

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