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Raissi & Co., mission is to inspire our clients to achieve True Wealth through education, communication, and service which exceed their expectations.
We are one of the largest wealth advisory firms in the community, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service.
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Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding the value of a home warranty.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Beware of these traps that could upend your retirement.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It's easy to let investments accumulate like old receipts in a junk drawer.
A special needs trust helps care for a special needs child when you’re gone.