Michael Rainey and Wayne Randall have been in the financial industry for over 30 years. Their journey is a true testament to how persistence, adaptability, and understanding of your clients’ needs can lead to success. Starting as two guys sharing some investment ideas door-to-door, their break came in 1993, when they first connected with some McDonald’s corporate employees seeking diversification for their profit-sharing accounts. From there, they were referred to McDonald’s owner/operators seeking retirement plan solutions to help retain their key managers.
Their niche emerged organically when they realized that folks in this fast-food industry needed more than just retirement plans; they needed tailored financial guidance that spoke directly to the unique challenges of the industry. Over time, Michael and Wayne became experts in understanding the intricacies of the McDonald’s world, solving both day-to-day financial issues as well as long-term goals.
Their focus on the McDonald’s community also led them to connect with invaluable professional partners—such as CPAs and attorneys—helping build a robust network that supports a holistic approach to financial solutions. These partnerships have enabled their clients to not only navigate the day-to-day challenges of running a business but also transition smoothly into retirement when the time comes.
By truly listening to their clients and building relationships based on trust and expertise, they were able to develop long-lasting relationships with their clients as indispensable partners in their financial journey.
Their story illustrates that true success comes not just from being in the right place, but from deeply understanding and meeting the needs of the clients they serve.
