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

Most people delay financial planning because it feels overwhelming. It’s not.You don’t need:-A full plan-A large portfol...
06/18/2026

Most people delay financial planning because it feels overwhelming. It’s not.

You don’t need:
-A full plan
-A large portfolio
-All the answers

You just need to start.

Book a 15-minute call with Peter and take the first step.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Most families assume their loved ones will just 'figure it out' after they pass away.They assume:-Someone will know who ...
06/15/2026

Most families assume their loved ones will just 'figure it out' after they pass away.

They assume:
-Someone will know who to call about finances & bills
-Someone will step in and guide them
-Someone will figure out all of the policies

Guess what... that “someone” is usually not prepared.
Clarity doesn’t happen automatically. It has to be created.

Schedule a 15-minute call with Peter and make sure your family isn’t guessing.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

June is Men's Health Month, being “Healthy” Isn’t Just Physical...Taking care of your health matters, but so does taking...
06/11/2026

June is Men's Health Month, being “Healthy” Isn’t Just Physical...

Taking care of your health matters, but so does taking care of what happens after you pass away.
Financial health is also part of the picture.

-Protection
-Planning
-Preparation

That’s what supports your family long-term.

Schedule a quick call with Peter and make sure both sides are covered.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

If something changed tomorrow…Would your spouse or kids know:-Who to call-Where things are-What the plan isMost don’t.No...
06/08/2026

If something changed tomorrow…

Would your spouse or kids know:

-Who to call
-Where things are
-What the plan is

Most don’t.

Not because they weren’t told.
Because they were never involved.

Book a 15-minute call with Peter and bring them into the conversation.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

The Conversation Most Families AvoidMost families don’t talk about finances. Not because they don’t care. Because it fee...
06/04/2026

The Conversation Most Families Avoid

Most families don’t talk about finances. Not because they don’t care. Because it feels uncomfortable.

So it gets pushed off. Until it can’t be.

That’s when confusion shows up.

Start the conversation now. Schedule a 15-minute call with Peter and bring your family into the plan.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

June is Men’s Health Month.But here’s the reality most people don’t talk about:Men are more likely to pass before their ...
06/01/2026

June is Men’s Health Month.
But here’s the reality most people don’t talk about:

Men are more likely to pass before their spouse.

That means someone else may be stepping into financial decisions they’ve never been part of.

-Accounts
-Plans
-Next steps

Do they know what to do?

Schedule a 15-minute call with Peter and make sure your plan is clear for the people who matter most.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Most people delay financial decisions for one reason.It feels complicated.So they wait.- Put it off- Avoid the conversat...
05/29/2026

Most people delay financial decisions for one reason.

It feels complicated.

So they wait.

- Put it off
- Avoid the conversation
- Plan to “figure it out later”

But most strategies are simpler than they seem once they’re explained clearly.

Book a 15-minute call with Peter Rafaniello CFP® and get clarity on your next step.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com


🇺🇸 Memorial Day is a time to reflect and remember.To honor those who served and made the ultimate sacrifice.To recognize...
05/25/2026

🇺🇸 Memorial Day is a time to reflect and remember.

To honor those who served and made the ultimate sacrifice.
To recognize the courage and commitment behind the freedoms we experience every day.

Today, we pause in gratitude.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Most wealth transitions don’t fail because of money.They fail because of confusion.- No communication- No clarity- No re...
05/19/2026

Most wealth transitions don’t fail because of money.

They fail because of confusion.

- No communication
- No clarity
- No relationship

That’s where problems start.

If you are part of the next generation, schedule a call with Peter Rafaniello CFP® and get clarity.

📞 419-532-3608
🌐 rafaniellofinancialgroup.com


We’re excited to share that Rafaniello Financial Group has been selected as a finalist for Best of Putnam County! 🎉Durin...
05/18/2026

We’re excited to share that Rafaniello Financial Group has been selected as a finalist for Best of Putnam County! 🎉

During the nomination round, Rafaniello Financial Group was recognized as one of the top Investment Firms in Putnam County, and we’re incredibly grateful for the support from our clients, families, and community.

Now it’s time for the voting round, and we would truly appreciate your vote each day! Your continued support means more than you know.

Vote here: putnamsentinel.com/cr-dep-best-of/?event_token=90f3e1fa93ea0258

Thank you for trusting Peter Rafaniello CFP® and Rafaniello Financial Group to be part of your financial journey. 💙

📞 419-532-3608
🌐 rafaniellofinancialgroup.com

Address

Kalida, OH
45853

Telephone

+14195323608

Website

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