Andrew Rafal


President & Founder

Andrew Rafal has dedicated more than a decade to helping clients achieve their retirement dreams. He specializes in creating strategic financial plans and retirement income strategies for retirees and pre-retirees that preserve and maximize their retirement savings.

Andrew is a nationally recognized retirement planning expert who has been featured in the Wall Street Journal, Forbes, CNBC, The Washington Post, Yahoo Finance and MarketWatch. He is the author of two books, Climbing the Retirement Mountain and The Heartful Retirement: Your Journey to What Matters Most.

Additionally, as the host of the Your Wealth and Beyond podcast, Andrew strives to help simplify the financial world and inspire listeners to live their best life now and in retirement.

He holds a degree in finance from the Richard T. Farmer School of Business at Miami University. Andrew is a also member of National Association of Insurance and Financial Advisors (NAIFA) as well as Ed Slott’s Elite IRA Advisor Group™ an organization of financial professionals dedicated to being leaders in the IRA industry.

Beyond the office Andrew is actively involved with various charities including EC70, a group devoted to helping youth in Arizona overcome adversity. He also enjoys traveling with his wife and daughter, as well as hiking and biking in the beautiful mountains of Arizona.

As a Cleveland native, Andrew still roots for his favorite hometown teams. One of his childhood dreams was realized in 2016 when the Cavaliers won the NBA Championship Title, and he’s still holding out hope that the Indians will win a World Series title after narrowly missing their chance in 2016.

“Financial independence in retirement begins with a dream and ends with a plan.” – Andrew Rafal

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