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Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Gary Rau

President, Gary Rau Financial

Graduated from U. S. Naval Academy (B.S. Mathematics) and U. Wisconsin – Oshkosh (M.B.A). Designated Ramsey Solutions Master Financial Coach since 2014. 401K Fiduciary Committee Member 2018-2021. Life and Health insurance licensed in Illinois since 2017. Preparation of income tax returns with AARP/IRS VITA since 2017. Intuit Full-Service TurboTax Product certification since 2023. Retirement Researcher Academy member since 2018.

Helps people to plan and live their dream retirement by teaching them to manage their money using Biblical principles and common sense through: Financial planning & coaching, Retirement & retirement income planning, and Tax preparation & planning.

Grew up near Milwaukee, joined the U.S. Navy out of high school, met his wife-to-be in Maryland; married 46 years, lived in Bolingbrook since 1991. Enjoys traveling and spending time with his wife; spending time with his children, grandchildren, and the newest great-grandchild; and making Saturday breakfast and grilling Saturday dinners.

2/3 of Americans are stuck, living paycheck-to-paycheck regardless of income. We don’t have a money problem; we have a what-to-do-with-the-money problem. And that leads right into how to make the most effective use of Social Security in a world where pensions have been replaced with savings in 401K, IRA and other retirement saving plans. Even if people have saved “enough” – they generally don’t know how to take that money and create a paycheck for themselves in retirement.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.