Our Qualifications

Randy Rathmann has been meeting the financial needs of his clients for over 30 years. Since becoming a financial professional in 1975, Randy has worked with hundreds of clients to help them maximize retirement income, minimize taxes, and plan for the distribution of their estate.

Randy works to create a financial plan for his clients that will survive from one generation to the next. With an accomplished team surrounding him, Randy’s practice will be perpetuated for many years. Randy’s clients are confident they can call at any time to discuss any financial topic. This sense of security comes from Randy’s attention to detail in creating their financial plan.

Randy has earned the designations of Chartered Financial Consultant and Certified Senior Advisor. Both designations represent many hours of hard work learning the nuances of financial planning, tax planning, insurance planning, and estate planning. Both also require the successful completion of coursework, testing, and continuing education.

Randy and his wife Francine have three adult children and nine grandchildren. Randy and Francine were married in 1967 and live near Arab, Alabama. In his spare time Randy can usually be found on his sailboat at Lake Guntersville.