YOU'VE FOUND A DIFFERENT KIND
OF FINANCIAL ADVISOR.
IMPROVING LIVES AND LEGACIES,
ONE RETIREMENT AT A TIME.
To help leaders, entrepreneurs and business owners
protect, grow and enjoy their wealth.
By being an independent, proactive fiduciary
focused on providing you with advice that is in your best interests.
Who We Are
Teresa Davila CRPC is a retirement planning advisor, professionally trained coach and registered fiduciary who founded Rainbow Retirement Planning, a fee-based financial and insurance services firm, to help conservative retirees and pre-retirees create sound retirement plans. Plans that could help them protect and enjoy the retirement lifestyle that they’ve worked so hard for.
We strive to be advocates and resources for our client as we assist them with financial and insurance concerns including: retirement advice, coaching and planning, private wealth management, income planning (including Social Security and annuities), advance tax planning, estate and legacy planning and senior insurance (Medicare, LTC and health insurance).
Using a comprehensive approach that combines financial planning, financial literacy education and coaching, Teresa can help her clients preserve their assets and gain financial peace of mind for retirement...peace of mind not only for themselves, but for loved ones as well!
How We're Different
Our focus is centered on YOU. As your fiduciary, we put your best interests first while striving to offer you only the best financial solutions for your unique situation.
Are you conservative, yet still seeking moderate growth? If so, our investment philosophy may resonate with you. We focus on preserving your life savings, both in the accumulation and distribution stages of retirement planning.
Risk is everywhere in retirement and we can help you identify and manage risk by using private money managers whose strategies are designed minimize risk and volatility. We can help create family legacies, reduce income taxes and provide income planning that helps ensure that you won't run out of money in retirement.
Wouldn't it be helpful if you had a "roadmap" for your retirement? We specialize in helping you navigate the route, providing the knowledge and "turn-by-turn" guidance you need to help you make your retirement your BEST years!
Join a FREE Class!
We are committed to financial education, enlightenment and empowerment for all.
As a member of SOFA (the Society for Financial Awareness), we don't just specialize in retirement planning - we also help our clients and the public improve their financial fitness and literacy!
It's only through knowledge that one finds the power - and the clarity - to assess their options and make the best retirement decisions. Decisions about how to protect your assets, discover and create your personal legacy and truly enjoy your retirement. You can find not only financial security but personal fulfillment in the greatest chapters of your life!
Attend a FREE upcoming event and learn how to take control of your financial destiny so that you can create a better life for yourself and your loved ones.
LIVE those Chinese Fortune Cookies:
"Wealth is a state of mind."
"The constructive use of riches is greater than their possession."