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Rafaniello Financial Group

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United States
Kalida, OH
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

09/01/2026

A lot of people think they need more money before they talk to a financial professional.

So they wait.

• Until they make more
• Until they have more saved
• Until life feels more settled

But starting early isn’t about how much you have. It’s about learning what to do with what you have now and building from there.🌱

You don’t need a six-figure salary or a huge investment account to start thinking about your financial future.

Ready to start? Schedule a 15-minute conversation with Peter Rafaniello, CFP®.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

08/27/2026

Too often, important financial conversations happen after life changes unexpectedly.⏳

After a diagnosis.

After a loss.

After a crisis.

The best time to plan is before any of those moments arrive.

Whether you're preparing for retirement, updating beneficiaries, reviewing insurance, or simply organizing your financial life, planning ahead gives you more choices, and greater peace of mind.

If you've been putting these conversations off, give me a call and let's start today.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

08/24/2026

Here's a question worth asking:
If something unexpected happened tomorrow, would your family know where to begin?

Would they know:
• Where important documents are kept?
• Who to contact?
• What your wishes are?
• How your financial plan works?

Financial planning isn't just about preparing for yourself, it's about making life easier for the people you love.❤️

Having these conversations today can provide clarity when your family needs it most.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

08/20/2026

Life rarely stands still. Your financial plan shouldn't either.

Some of the biggest life events that should prompt a financial review include:
• Starting a new career
• Getting married
• Growing your family
• Buying a home
• Helping aging parents
• Preparing for retirement

Each milestone brings new opportunities, and new financial considerations.

A plan that grows with you can help keep you confident through every stage of life.

Visit rafaniellofinancialgroup.com to learn more or call me at 419-532-3608

08/17/2026

Many people have a financial plan.📋

Far fewer actually review it.

Your financial plan should evolve as your life changes. A review may be worthwhile if you've recently:
• Changed jobs
• Received a raise
• Gotten married
• Welcomed a child
• Purchased a home
• Started planning for aging parents

Financial planning isn't a one-time event, it's an ongoing relationship.

If it's been a while since you've reviewed your plan, now is a great time to reconnect.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

08/13/2026

When people think about financial risk, they often think about market volatility.⚠️

But many of life's biggest financial challenges come from events we never planned for:
• A serious illness
• A disability
• The need for long-term care
• An unexpected loss of income

A strong financial plan doesn't just focus on growing wealth, it also helps protect it.

Taking time to review your risk management strategy today can help provide greater confidence for tomorrow.

📞 419-532-3608
🌐 Learn more at rafaniellofinancialgroup.com.

08/11/2026

🏌️ Had to get this picture while we were at LPL Financial Focus Conference!

Some exciting news came out of the conference this year with the announcement that LPL Financial, the firm I’m affiliated with as an independent financial advisor, will be a major sponsor of the PGA in 2027.

Got to check out the Wanamaker Trophy and spend some time catching up with my buddy Todd, a fellow advisor from New Jersey.

Good people, good conversations and a pretty cool week all around!

08/10/2026

A wedding marks the beginning of a new chapter, but it should also be a reminder to review your financial plan.💍

Marriage is a great time to revisit:
✔ Beneficiary designations
✔ Retirement accounts
✔ Life insurance policies
✔ Estate planning documents

These updates are easy to overlook, but they help ensure your wishes are carried out exactly as intended.

Life changes deserve financial updates.

If your family has recently celebrated a wedding, let's make sure your plan reflects this exciting milestone.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

08/06/2026

When was the last time you reviewed your insurance coverage? 🛡️

Life changes quickly. A new job, marriage, children, or paying off your home can all change what protection you actually need.

A policy that made sense ten years ago may not fit your life today.

At Rafaniello Financial Group, we help clients review life, disability, long-term care, and health insurance so their financial plan stays aligned with the life they're living today.

Not sure if it's time for a review? Let's have a conversation.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

08/03/2026

🔧 Heart's back in the patient!

The engine is officially back where it belongs, and we're one step closer to Kalida Pioneer Days.

Now I need your opinion...

Will it be cruising the streets for Kalida Pioneer Days?
👍 = Absolutely
😬 = It'll be close!

Address

Kalida, OH
45853

Telephone

+14195323608

Website

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