Our Services
Five services, one coordinated plan.
Our approach brings together insurance solutions, retirement income planning, wealth management, estate and tax planning strategies, and business succession planning into one coordinated experience. Rather than addressing financial needs independently, we believe every financial decision should work together as part of a comprehensive strategy.
What We Do
What we help clients put in place.
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Mortgage Protection (Living Benefits)
Helps families protect one of their largest financial responsibilities - their home - with policies designed to help provide financial protection if the unexpected occurs.
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Annuities
We help clients evaluate annuity solutions designed to provide guaranteed income options, principal protection features (where applicable), and retirement income strategies based on individual financial goals.
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Wealth Management
Personalized strategies designed to support long-term financial goals through disciplined planning and risk management, considering retirement objectives, tax efficiency, estate planning coordination, and insurance strategies.
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Tax & Estate Planning
We work alongside qualified tax professionals and estate planning attorneys to help clients develop coordinated strategies that support their financial objectives.
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Business Succession Planning
We assist business owners in preparing strategies for ownership transitions, retirement planning, business continuity, and wealth preservation.
Our goal is to help clients understand available planning opportunities while ensuring all legal and tax advice is provided by appropriately licensed professionals.
Alongside the five
Real Estate Advisory
Guidance on property acquisition, management, and investment aligned with financial goals.
The advisory is provided by Monica Faulve-Stach as a Licensed Realtor® under CA DRE #02242512. The acquisition and qualified seller flow behind it is powered by Omnikom, a partner company, working from public records and licensed third-party data partners. Omnikom does not provide real estate, legal, tax, or financial advice.
Our Process
How we work
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Discovery
We begin by understanding each client's financial goals, priorities, and current situation.
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Strategy Development
We develop personalized recommendations designed to align with each client's objectives, financial circumstances, and long-term goals.
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Implementation
We assist clients with implementing appropriate financial solutions through licensed professionals and trusted strategic partners.
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Ongoing Support
Financial planning is an ongoing journey. As life changes, we continue to review and adjust strategies to help clients stay on track toward achieving their financial goals.
Strategic Professional Alliances
Rainmaker Wealth Innovations believes the best client outcomes are achieved through collaboration.
We partner with CPAs, attorneys, mortgage professionals, real estate professionals, insurance professionals, financial advisors, and business consultants to provide clients with coordinated financial strategies.
- CPAs
- Attorneys
- Mortgage professionals
- Real estate professionals
- Insurance professionals
- Financial advisors
- Business consultants
How our professional partnerships are structured
Rather than offering standardized compensation models, our strategic partnerships are structured based on the nature of each professional relationship and are designed to comply with applicable laws, regulations, and licensing requirements.
For CPAs and financial professionals