MEET CAROLINE RAKER

Owner & Financial Services Advisor

I help individuals and families navigate the complexities of financial planning, covering critical areas like savings, insurance, and retirement strategies. Without a clear plan, these decisions can feel daunting and costly—something I’ve experienced personally.

Despite growing up in a financially secure family, my parents lacked a solid financial plan for their later years. As a result, I saw them go from financial stability to hardship. I had to step in as Power of Attorney, selling their belongings to cover assisted living costs for my mother and moving my father into my home.

This experience inspired me to dive deeper into financial management. I became a licensed health and life insurance agent and joined a financial services company.

Recently, I also became a Registered Social Security Analyst, specializing in helping individuals and couples optimize their Social Security benefits, retirement timing, and survivor benefits.

Additionally, I have extensive experience in Medicaid and Medicaid Waivers through my journey with two sons who live with severe disabilities. Due to the knowledge I have gained, I’m recognized as an expert in these areas and leverage my knowledge to serve families in similar situations.

In addition to my professional work, I volunteer with the Society for Financial Awareness, where I educate individuals, organizations, and businesses on practical financial principles that benefit people of all backgrounds and professions.

My goal is to use my expertise to craft personalized financial solutions that meet my clients’ unique needs thereby securing their future and generations to come.