Know your "Number" and Protect your "Number!"

Rumbaugh Financial is here to help you know your "Number" and protect it. Your "Number" is the amount of money an individual or couple will need to have saved by the time they retire to live the lifestyle that they envision for themselves. This number is unique to each individual or couple, and depends on one's personal retirement goals.
We want to help our clients understand the importance of calculating and comprehending one's retirement "Number?, or goal.   It's never too early for individuals, couples and families to start talking about their retirement and financial planning.  Many people understand they need to be saving for retirement...yet most don't know exactly how much that should be, or how to go about achieving this "Number".
We invite you to explore the information, newsletter articles, calculators and research reports on our website, so you can understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Our Mission Statement

At Rumbaugh Financial, we are committed to having a positive impact in the lives of our clients.  We achieve this through a professional, one-on-one relationship with our exclusive clientele. It is our goal to work together with each individual Rumbaugh client to determine their personal and financial goals and create a customized plan.  This plan will empower them to identify their most valued assets,  preserve the assets and  accumulate additional assets while successfully preparing for the short and long-term.

Our Firm

Rumbaugh Financial is a comprehensive financial firm committed to helping our clients successfully plan for their future. Our office is located Indian Wells, California and services clients in the Coachella Valley, Inland Empire, San Diego and Los Angeles areas. Our firm doesn't believe in merely assisting clients in financial transactions — we have built a reputation on developing solid relationships with our clients that last over the long-haul.  We take great interest and a fiduciary responsibility in helping our clients succeed with their short and long term financial goals. Our President, Craig Rumbaugh offers clients advanced strategies for maximizing asset potential, helping them realize their financial dreams and sustain a comfortable lifestyle.

"We believe it's never to early to start thinking about retirement. The younger clients are when we start working together, the more positive impact we can have on their future."
— Craig Rumbaugh, President, Rumbaugh Financial 

 

Securities and Investment Advisory Services offered through ING Financial Partners, Member SIPC

Rumbaugh Financial is not a subsidiary of nor controlled by ING Financial Partners