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<sup>FiduciWho?</sup><br/>I Wrote The Book On It

FiduciWho?
I Wrote The Book On It

With chapters ranging from safeguarding assets against lawsuits and health crises to navigating market fluctuations and government interventions, the book provides actionable strategies for readers to protect and grow their wealth. It delves into investment fundamentals, retirement planning, and philanthropy, emphasizing the importance of defining personal financial goals and preparing for wealth transfer.

Welcome To Raskin Global

Welcome To Raskin Global

We are a firm of financial planners and investment advisory* representatives serving clients in Maryland, D.C. and 23 other states. Our team offers over 100 combined years of experience assisting individuals and business owners protect, grow, enjoy and transfer their wealth.

Raskin Global should be your fee-based financial general manager. In this capacity, we will act to objectively develop financial strategies that align your interest's and ours.

Who We Help

Business Owners

Business Owners

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Professionals

Professionals

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Executives

Executives

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Your Dreams Matter and Your 

Future is Our Priority

Supported by a knowledgeable and professional network of Strategic Alliances, as well as a phenomenal administrative staff, Raskin Global is prepared to address your financial challenges and discover the growth opportunities and successes in your future!


Business Board
Creation

Do you have an advisory board? Who can you turn to for the help big business takes for granted?

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Protection
Analysis

How do you protect your wealth? What is the purpose of protection/insurance in your life? Who is looking out for you?

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Asset Management Services

How do you decide where to invest? Is that the most important decision in investing? Did you know that there is scientific/academic evidence of how to invest?

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Tax
Planning

Is getting an income tax refund good enough? Is this a result you really want? Are you taking advantage of every legal opportunity to save taxes? How much tax advice is your tax preparer providing?

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Ready To Get Started? 
Get Started With Us In 3 Easy Steps

Step 1: 

Schedule a Call

Get on our schedule to have an introductory meeting with Leonard or Keith. Engage in the beginning of your successful Financial Future.


Schedule a Call

Step 2: 

Build Your Plan

Learn the strategies that will set you up for your future Financial Success. Let us help you understand what the financial services world won’t tell you. Begin a lifetime of great financial decisions.

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Step 3: 

Monthly Coaching

Click below to add our monthly coaching, “To Your Wealth” series to your calendar. Join us monthly and continue your financial literacy journey.

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Insights
Knowledge Library

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

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Self-Employed Retirement Plans

Self-Employed Retirement Plans

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Contact Us
Ready to get started? Send us a message.

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