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We Invest In You!

At Renaud Investment Group, we prioritize building trust through our unwavering commitment to integrity and reliability so you feel confident in your financial endeavors. 

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What We DoProviding You With Financial Solutions

We are passionate about helping individuals achieve financial confidence. With our extensive expertise in estate planning, tax planning, business succession, and special needs trusts, we are committed to providing tailored solutions that can help alleviate financial stress. Through our collaborative approach and unwavering support, we strive to empower our clients to create a better future for themselves and future generations.

Who We HelpCustomized Solutions to Reach Your Financial Goals

We'll help you organize your financial life, address your entire financial landscape, and continually evaluate your progress as you work toward your goals.

Families & Individuals

Families & Individuals

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Small Business Owners

Small Business Owners

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Women In Leadership

Women In Leadership

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Pre/Retirees

Pre/Retirees

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How We HelpA Partner for Tenacious Women

As a woman-owned business since 1984, we share in the unique experiences of strong female leaders who actively want to make an impact on their lives and their communities. We want to help you feel empowered to live confidently and build the world around you.


Retirement Planning

We guide you through the complexities of retirement planning, designed to achieve a financially stable future.


Small Business Owners

Our expertise in small business financial planning helps ensure that you can focus on growing your business while we handle the financial intricacies.


Succession Planning

We assist in developing comprehensive succession plans to ensure a smooth transition of your business to the next generation or new ownership.


Charitable Giving

We help you make a meaningful impact through strategic charitable giving, maximizing your philanthropic efforts while mitigating tax implications.

WHo We AreFinancial Advisors with Experience

With a deep understanding of complex planning, we believe what truly sets us apart is our unwavering passion for serving. We approach our work with the utmost dedication, recognizing the weight of responsibility when entrusted with our clients' life savings and hard-earned assets. Engaging with our community, we actively contribute by serving on boards and organizing events, fostering meaningful connections, and making a positive impact beyond our client relationships.

Are you ready to get started?

We welcome you to take the first steps and schedule a complimentary meeting with an advisor!

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Our ProcessA partner on your life journey

Step 1: Information Gathering and Preparation

To ensure efficiency and provide in-depth analysis, we request specific documents such as taxes, trusts/POAs, statements, workplace plans, social security benefit estimates, and insurance policies. Our comprehensive welcome packet will guide you on the required information, helping you prepare for our collaborative engagement.

Step 2: Thorough Questionnaire

We understand that our detailed questionnaire may seem overwhelming, but our best work is achieved when we have a deep understanding of your finances, values, and goals. We prioritize a collaborative approach, and clients seeking a comprehensive assessment of their financial situation will find our services most suitable.

Step 3: Personalized Face-to-Face Meeting

We value building relationships, which is why we schedule a face-to-face meeting to get to know each other, address your top concerns, outline our service model, and clarify expectations. During this meeting, we introduce you to our team members who may be involved in the process, and we explain the onboarding process and define timelines.

Step 4: Onboarding and Ongoing Support

Once you become a client, we provide guidance surrounding any estate issues that may need attention. We offer market outlook emails/newsletters, unlimited meeting availability, and conduct scheduled reviews based on your level of complexity and evolving financial circumstances. We do ask for a meeting to be held annually at a minimum, this is to ensure that we make the necessary changes applicable since our last meeting took place.

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ResourcesKnowledge as a Tool

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Raymond James and its adivsors do no offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

The Cost of Procrastination

The Cost of Procrastination

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What Is My Risk Tolerance?

What Is My Risk Tolerance?

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Critical Estate Documents

Critical Estate Documents

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Contact UsSpeak to an advisor and begin your journey with us!

Now that you have gotten to know us and how we can help you, schedule a meeting with our advisors and take your first steps into your future.

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