Rafaniello Financial Group

Rafaniello Financial Group With 25+ years of experience.

Bridging Today & Tomorrow |
Led by Certified Financial Planner™ Peter Rafaniello, we help clients organize, grow, and protect their wealth through personalized planning, retirement strategies, investments, and tax planning. Bridging Today & Tomorrow

Led by Certified Financial Planner™ Peter Rafaniello, we help clients organize, grow, and protect their wealth through personalized financial planni

ng, retirement strategies, investment management, tax planning, and more. With over 25 years of experience and a fiduciary commitment to putting your best interests first, we take a clear, relationship-driven approach to help you live confidently today while planning for tomorrow.

📍 Serving clients in the Kalida, Ohio area and nationwide

We're officially halfway through the year.Now is a great time to ask yourself:• Am I saving what I planned?• Have my goa...
07/20/2026

We're officially halfway through the year.

Now is a great time to ask yourself:
• Am I saving what I planned?
• Have my goals changed?
• Is my financial strategy still aligned with where I want to go?

A lot can happen in six months.

Taking a few minutes to review your plan now can help prevent surprises later.

Schedule a 15-minute call with Peter Rafaniello CFP® for a mid-year check-in.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Many employers offer valuable benefits:• 401(k) plans• Life insurance• Health Savings Accounts (HSAs)• Employee stock pu...
07/16/2026

Many employers offer valuable benefits:
• 401(k) plans
• Life insurance
• Health Savings Accounts (HSAs)
• Employee stock purchase programs

But benefits alone don't create a financial strategy.

The real question is: How do all those pieces work together to support your goals?

Schedule a 15-minute call with Peter Rafaniello CFP® and make sure you're getting the most out of the benefits available to you.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Big things are taking shape! 👀We’re excited to share a first look at our new office, coming to Kalida in early fall.This...
07/16/2026

Big things are taking shape! 👀

We’re excited to share a first look at our new office, coming to Kalida in early fall.

This new space represents more than a new building. It’s a continued investment in serving our clients, building relationships, and creating a welcoming place for conversations about your financial future.

We can’t wait to welcome you through the doors and share this next chapter with you.

Stay tuned as we get closer to move-in day. We’ll be sharing more updates along the way!

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Changing jobs can be exciting.But it often leaves people wondering what happens to the retirement account they leave beh...
07/13/2026

Changing jobs can be exciting.

But it often leaves people wondering what happens to the retirement account they leave behind.

Should you:
• Leave it where it is?
• Roll it over?
• Consolidate accounts?

The answer depends on your situation.

Before making a decision, make sure you understand your options and how they fit into your overall financial plan.

Schedule a 15-minute call with Peter Rafaniello CFP® to discuss your next steps.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Getting married comes with plenty of exciting changes.It should also prompt a review of your financial accounts and bene...
07/10/2026

Getting married comes with plenty of exciting changes.

It should also prompt a review of your financial accounts and beneficiary information.

Consider reviewing:
• Retirement accounts
• Life insurance policies
• Investment accounts
• Employer-sponsored benefits

Many people update their last name and address but forget to update the documents that matter most.

Schedule a 15-minute call with Peter Rafaniello CFP® and make sure your financial plan reflects your new chapter.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

🏁 Great memories are often made outside the office.This past Sunday, Peter had the opportunity to attend the IndyCar rac...
07/09/2026

🏁 Great memories are often made outside the office.

This past Sunday, Peter had the opportunity to attend the IndyCar race at Mid-Ohio with a client, enjoying an incredible behind-the-scenes experience with the No. 28 team and even meeting driver Marcus Ericsson.

While the racing was exciting, what made the day special was the time spent building relationships. At Rafaniello Financial Group, we believe financial planning is about more than numbers. It’s about getting to know the people we serve, celebrating life’s experiences together, and building relationships that last for years.

Thank you for an unforgettable day and for allowing us to be part of your journey… both on and off the track.

🏎️ Here’s to great clients, great conversations, and experiences we’ll never forget.

College drop-off season is right around the corner.As your child prepares for a new chapter, it's also a good time to re...
07/07/2026

College drop-off season is right around the corner.

As your child prepares for a new chapter, it's also a good time to review a few important financial details.

Life events often create opportunities to revisit:
• Beneficiary designations
• Account ownership
• Long-term financial goals

Many families spend months preparing for college but overlook updates that can have a lasting impact.

Schedule a 15-minute call with Peter Rafaniello CFP® to make sure your financial plan keeps pace with life's milestones.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Happy Fourth of July! 🇺🇸Today we celebrate the freedoms we enjoy, the communities we call home, and the people who make ...
07/04/2026

Happy Fourth of July! 🇺🇸

Today we celebrate the freedoms we enjoy, the communities we call home, and the people who make them special.

Whether you're spending the day with family, friends, or enjoying a well-deserved long weekend, we hope it's filled with great memories and plenty of reasons to celebrate.

Have a safe and happy Independence Day!

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

At some point, someone else may step into your financial world.The question is, will they understand it?Or will they fee...
06/25/2026

At some point, someone else may step into your financial world.

The question is, will they understand it?
Or will they feel overwhelmed by it?

That moment matters more than most people realize.

Schedule a 15-minute call with Peter and make sure the next step is clear for everyone involved.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Recently, I spent time in New Jersey helping clean out my parents' home and preparing it for sale.My parents have both e...
06/23/2026

Recently, I spent time in New Jersey helping clean out my parents' home and preparing it for sale.

My parents have both entered memory care, and this chapter of life has brought a lot of emotions, decisions, and perspective.

As a financial advisor, I've spent years talking with clients about retirement, planning for the future, beneficiary conversations, and preparing for life's unexpected turns. But sometimes life has a way of turning professional advice into personal experience.

One thing this season has reinforced for me is that none of us are guaranteed "later."

My parents worked hard. They saved diligently. They were thoughtful about their finances and intentional about their health. Like many people, they spent years preparing for the future.

And while I'm grateful for the planning they did, this experience has reminded me that life isn't only about preparing for tomorrow. It's also about living today.

Take the trip.
Spend time with family.
Make the memories.
Don't keep pushing the things that matter most to "someday."

For those of you with aging parents, I would also encourage you to have the conversations now. Talk about finances. Talk about wishes. Talk about care plans. Talk about who to call and where things are. These aren't always easy conversations, but they're much easier than trying to navigate everything during a crisis.

One of the biggest lessons I've learned through this experience is that financial planning isn't just about money. It's about giving yourself and your family clarity when life gets complicated.

If this is a conversation your family hasn't had yet, don't wait for the perfect time. Start it today.

- Peter

Address

Kalida, OH
45853

Telephone

+14195323608

Website

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