DESIGN YOUR FUTURE with Rau Financial Group
(l-r) Denise Wilkinson, Denise Rau, Debora Alexander and Latrana White
When Denise Rau entered the financial field in 1984, women were few and far between in the industry. In 2001, after nearly 18 years of experience at major commercial banks, Rau decided to form her own company, and Rau Financial Group opened its doors. Rau is originally from Lake Charles and received her undergraduate degree from Tulane University and an MBA from the University of Texas. She is a Certified finanCial Planner ™ and holds a variety of other certifications and licenses for insurance and securities. Rau says a big part of her job is listening, and she likes to ask clients what things are most important to them in their lives. “Then together we look at where they are spending their money. Very often, we’ll find they are not actually
spending the most money on the things most important to them, and because they are not putting their money where their heart is, they are unhappy with their financial situation. Once we get their financial goals aligned with their true life goals, they begin to pursue both with renewed inspiration.” Rau Financial Group has grown significantly since its beginning, fueled by a highly-experienced staff, including Registered Paraplanner Latrana White, Branch Operations Manager Denise Wilkinson, and Client Service Manager Debora Alexander. Rau offers an extensive range of financial planning services, including investments, insurance, retirement, cash flow, and social security planning.
(337) 480-3835 | 1634 RYAN ST., LAKE CHARLES | www.raufinancialgroup.com
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through GWM Advisors, dba Rau Financial Group, a registered investment advisor. GWM Advisors and Rau Financial Group are separate entities from LPL Financial. September 2017
Thrive Magazine for Better Living
September 2017 issue of Thrive Magazine