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RNA Retirement was founded by Russ and Ava Brown, long time residents of Amador County to help people. We are an independent, fee-based financial planning firm, covering all aspects of our clients’ financial affairs; guiding them through the steps they need to take to achieve a safe and secure financial future.

Investors are frustrated by the volatility and dismal performance of their “buy and hold” portfolios, and lack of objective, proactive solutions their advisor has to offer. In essence, people fear running out of money in their retirement years. They can do better! As a Certified Financial Planner (CFP) with years of experience with both securities and insurance solutions; we take a careful, fiduciary, holistic approach to our clients’ finances, goals, and needs before we come up with a comprehensive plan designed specifically for them. Incredibly, we do not charge for this valuable service.

Smarter Wealth Management (dynamic & diversified; using low-overhead investments), 401(k) and IRA Rollovers, Business Retirement Plans, Business entity organization, Tax Planning, Estate & Legacy planning, Social Security & Income planning, Life Insurance & Annuities, Medicare, and Long Term Care.

Financial and Retirement Planning

Wealth Management

Social Security and Income Planning

Life insurance and Annuities

Medicare and Long Term Care

At RNA Retirement, we take a different approach. As a Certified Financial Planning firm we are held to a fiduciary standard to put the needs of our clients first, not some Wall Street Broker-Dealer. We do not believe the buy and hold strategy using high-overhead investment products, like mutual funds or variable annuities are in the best interest of our clients. When it comes to security investments for our clients, we use a truly diversified, dynamic investment model that reduces the overhead and volatility of our clients portfolios. We are also a strong proponent of quality indexed annuities for guaranteed income stream generation. Our clients are a part of our family, we hope you choose to join us and have the financial future you dreamed of.

Weekdays 9am - 4pm

On Historic Hwy 49 in Jackson CA
825 North Highway 49
Jackson, CA 95642
(Google Map)

Call 1(888) 203-8797 to schedule a complimentary consultation or a 2nd opinion and experience the RNA difference!
825 North Highway 49
Jackson, CA 95642
Map:(Google Map)
Phone: 888 203-8797

RNA Retirement, Inc., Insurance Services, Jackson, CA