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What areas of finance do your services cover?Our team of experts treats your financial picture better than their own. Depending on the G7 Membership level you select your plan may include guidance in some or all of the following areas: Cash Management - Income - Trust Structuring - Insurance - Stocks - Savings - 401ks - Estate Planning - Bonds - Capital Gains - IRA’s - Major Purchases - 403bs - Budgeting - Crypto Currency - Taxes - Will Planning - Credit - Real Estate - Debt Relief - College Savings - Investments - Retirement - ETFs and more
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What services do we provide?Currently we offer three services: The G7 Club Private Client Guidance Brooklyn's Millionaire Children's Club (Coming Early 2025)
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Are your services similar to Financial Management tools like Quicken and Mint?No! Though our service does include elements of those services we are a tailored service that includes a very involved and regularly available human element Our team constantly analyzes your data, manages the planning and incorporates the full scale complexities of financial tools available for you We focus on the continuous planning an improvement of our clients digital portfolio. We do encourage our clients to use apps and software programs that may help manage finances. Software tools like Quicken and Mint are primarily for monitoring Please let our team know what programs you're using so we may streamline your planning
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What motivates us to deliver exceptional financial guidance?Managing finances can be overwhelming, especially juggling bills, credit, mortgages, and investments. Traditionally, you tackle these challenges alone, relying on scattered advice from different sources Raynmaker Financial has created a better approach. We act as your unified financial team, using a holistic view with proprietary designed tools that optimize the planning of your financial activities. Inspired by corporate financial strategies, we work to maximize your long-term financial well-being
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How do we enhance the financial well being of our clients?Raynmaker Financial has created a unique program that onboards client data, structures a plan in manageable format and guides clients to their financial goals. Our program has four intrinsic components: Personalized Guidance - We are your private liaison, guide and manager for all things financial. Access our guides by becoming a member of The G7 Club or Brooklyn’s Millionaire Children's Club. For more immediate personal assistance clients can purchase single Private Meeting Detailed Organization - Our portal securely houses and organizes all financial matters for club members including important documents, calendared events, financial objectives, past and present reports, project plans and more Personalized Reports - Our digital reports help us deliver accurate analysis and strategic plans using customized code based on clients feedback, phase, tolerance level, goals, club tier and more Excellent Communication - The digital age allows us to stay connected and keep clients informed in real time via messenger, social media, email and various communication avenues on the website
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How are we able to cater to our clients needs so effectively today?Technological advancements have made it easier than ever for us to serve our clients. Clients can now make significant financial decisions – stock trades, insurance purchases, real estate investments – all with a few taps on their phone. While this empowers them with greater control, it also bypasses the guidance of a financial expert leaving them vulnerable to making impulsive financial choices that could lead to difficulties down the road Our affordable personalized financial plans with expert guidance combine technological ease with human expertise, ensuring you successfully navigate the path to your financial goals
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What is The G7 Club?The G7 Club The G7 Club is a customized financial program with automated tools and a financial team that creates and regularly manages the entire perspective of our clients finances Exclusive members access regular assistance from a diverse dedicated finance team They receive personally tailored, custom coded portfolios and a phased program with targets and rewards throughout the program Club members are also given a personalized portal managed by our team of financial experts Free reward points are also included for members
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How much to become a G7 Club Member?New members learn about FREE registration by watching our Animated Explainer Video The G7 Club: Pricing begins at $19.99
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What are some of the Member Benefits?Members Benefits Five ascending tiers allow clients to set their level of priority and execution speed of their personal financial plan Below is a sample of the Diamond Member Tier Benefits: DIAMOND MEMBERSHIP Unlimited Private Meetings, Unlocks FULL Portal Access, Capital Gains & Options, Estate Planning Unlimited Private Guidance Meetings + EOY Meeting DIAMOND Member Rewards DIAMOND Portal Access DIAMOND Member Custom Dashboard Financial Personality and Threshold Assessment Organization and Routine Management of Data Tailored Digital Financial Portfolio Progress Tracking, Analysis & Report Cards G7 CLUB PHASE 1: Cashflow and Budget Management G7 CLUB PHASE 1: Live Analyst Chat & Notifications G7 CLUB PHASE 2: Retirement Savings(401k, 403b, IRA's...etc.) G7 CLUB PHASE 2: (BONUS) Strategic Snapshot - Cash VS Budget G7 CLUB PHASE 3: Credit Building & Major Acquisitions G7 CLUB PHASE 3: Forecasting & Required Distributions G7 CLUB PHASE 3: (BONUS) Buy or Not? Page Access G7 CLUB PHASE 4: Investments & Crypto Strategies G7 CLUB PHASE 4: (BONUS)Personal Goal: Tracking & Management G7 CLUB PHASE 5: Real Estate and Tax Management G7 CLUB PHASE 6: Long Term Estate Planning G7 CLUB PHASE 7: Capitol Gains Management G7 CLUB PHASE 7: (BONUS) Additional Revenue Streams
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What are Tiers (Chrome, Silver, Gold, Platinum, Diamond)?Tiers are varying subscription service levels we offer exclusively to our G7 Club Members There are 5 subscription levels ranging from Chrome to the all inclusive Diamond Tier package Client benefits and access to phases increase as the tier level increases
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What are Phases?Phases are incentive based calls to action driven by clients portfolio goals Phase access varies depending on what G7 package the client purchases There are a total of seven (7) phases within the G7 program As clients complete the steps of their financial plans and goals they receive benefits and rewards based on their tier and phase level As clients complete phases they graduate to the subsequent phase with increasing access to financial management tools and guidance
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Are there eligibility requirements to becoming a member?Clients must be 18 years or older to purchase a plan There are NO investment minimums or account requirements
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What can you expect from Brooklyn's Millionaire Children's Club?Dedicated to children under 18, this club is not only focused on your child's education but also focused on: Creating a Millionaire Target Date Building Credit Generating Tax Free Income Accumulating Assets and so much more before adulthood All BMC Club members receive a dedicated team, personalized portal access , a custom coded portfolio package and rewards points for goals and achievements
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What services does Brooklyn's Club offer?Brooklyn's Children's Millionaire Club service includes coaching and guidance on the following: A tailored Millionaire Target Date Real Estate Planning Strategic Education Planning Tax Implications Financial Literacy Investments Savings Plans Credit Building Insurance Regular Private Guidance And much more
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Is there a minimum investment amount?No! This is because we DO NOT accept funds for investment purposes! This means NO PONZI SCHEMES, NO PYRAMID SCHEMES, and NO MISSUSE OF CLIENT FUNDS
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How is this dynamic service made affordable?Raynmaker does NOT have asset managers managing client assets so our expenses are considerably less per client. Combined with heavily leveraging technology we are able to operate with 60% less expenses than similar full service Financial Managers and Financial Advisors Our programs are designed with the ability to address portions of client portfolios, saving money until they're ready to progressively work through more phases of their finances Our service allow clients to unlock as much or as little of the program as they like through their subscription choices
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Can I gift or purchase a service for friends or family?YES! We have a discount(link) specifically dedicated to families and or friends Club memberships may be purchased on an individual's behalf or as gifts for others
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Can I cancel my service?If you are not happy with our service please contact us so we can try and improve things for you. Yes! You can cancel your service at any time: Registration fees of $69 are non-refundable If clients decide to return to the program a second registration will not be charged
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When can I begin service?Immediately. Simply select a G7 Club tier where you'd like your journey to begin If you have signed up for a wait list please contact us so we may expedite your request
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What we do NOT do?Research shows that financial frauds and Ponzi schemes are due to clients handing monies directly to companies and individuals. The things we do not do also help us best service our clients: We do not accept money for investments or investing We are not a bank and do not store or save monies for clients We are not a registered broker dealer and do not sell securities We do not have account balance minimums or requirements We do not invest for or on our clients behalf as a brokerage We do not charge a commission on client funds We are not Financial Advisors registered to sell investment instruments We do not sell or trade financial instruments of any kind
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What are your core philosophies?No conflict of interest - Not accepting investment money means no ponzi's, no schemes, simply unbiased assistance and guidance Ethics - We put clients financial interests ahead of ours offering guidance based on need Honesty and Integrity - Maintaining trust is priority. We're FIRST to point out discrepancies Consistency - Wealth building demands consistent actions and repetitive transactions Collaboration - We work tirelessly on your finances while you focus on your passion Accuracy - Our attention to detail ensures clients can trust our guidance and our results Comprehensive - We realize that if all of your finances aren't in great shape, none are
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Who’s on the Team?Our clients' needs are unique and vary from overwhelming bills to luxurious assets. Fortunately our founder has prior experience with fortune 500’s as a Licensed Fiduciary Financial Advisor and as a Senior Financial Analyst. The required management and coordination of both monies and professionals from every facet of finance is the perfect combination needed for today's client To address our clients many concerns we are comprised of and consult with: Accountants, Finance Professionals, Senior Analysts, Data Scientist, Real Estate Agents, Coders, Non Profit Organizations, Insurance Agents and others as needed
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How is my data and information kept secure?Protecting client data is of our highest priority which is why we implement a code of ethics and rigorous data encryption: Data is stored in Wix who encrypts data at rest using AES-256 and data in transit using HTTPS, TLS 1.2+, and automatic SSL Wix also adds an application-level layer of protection by automatically migrating all fields marked as PII to be stored encrypted in the collection with a unique encryption key. Clients portfolio and related information are accessed only by approved team members who have signed a code of ethics
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Are you a religious firm?We embrace the positive guidance that faith offers. We utilize this to encourage our clients and to express our deep rooted morals and integrity We are not affiliated with any religious organization or denomination
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What is your contact info?Contact Us Page Fortunately technology has allowed us to operate completely remotely and diligently assist our clients from all over the world Our Club Members can also reach us in any of the following ways: Text Message - Our direct line reaches us in real time during business hours info@raynmakerfinacial.com - Provide more info, send and receive large files Web Message - Housed in the website, direct to our inbox with immediate notification
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