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Individuals & Families

Protect your loved ones and plan for your future.

No journey is the same. But every journey can be purposeful. We help you make effective financial decisions so you can feel confident about your wealth, protect your loved ones, and plan for your future. Our joy comes from helping you achieve the lifestyle you strive for - from today to retirement. 

  • Comprehensive Financial Planning
  • Education & College Funding
  • Income Planning
  • Review Monthly Money Needs
  • Emergency Fund Planning
  • Tax Planning Assistance
  • Life Insurance
  • Health Insurance
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Spend Your Retirement Focused On What You Love

Retirement is not a destination. It's a journey.

We will guide you every step of the way. A retirement plan tailored to your goals for your future starts here. We'll focus on preserving your wealth so you can focus on what's important to you. 

  • Retirement Planning
  • Pension Review
  • Social Security Planning
  • Gifting Strategies
  • Charitable Strategies
  • Capital Preservation & Fixed Annuities
  • Estate Planning Assistance 
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We are parents, children, community members, and small business owners.

At Rummel Wealth Management, we help like-minded families pursue their dreams along their life journey. We provide tailored comprehensive financial and risk management solutions to match your goals from today to retirement.

Throughout it all, we look out for your best interests. Not our own. 

Get To Know Us

Make Your Journey Leave A Legacy

Work with a trusted SmartVestor Pro.

As a trusted Dave Ramsey SmartVestor Pro, we have the heart of a teacher, not the attitude of a salesman. We're committed to helping you achieve your long-term investing goals. We fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals

*Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the SmartVestor program is not affiliated with or endorsed by Cetera Advisors LLC  or Rummel Wealth Management.

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Our Process

Helping You Pursue Your Life Goals

1: Discovery Stage

You get to know us and we get to know you - your vision, your goals, what drives you, and what's important to you. We'll dive into your life journey - where you are today and what your dreams are for your future. 

2: Planning Stage

We meet with you in person and we present a tailored plan that aligns with your hopes, needs, goals, and lifestyle. 

3: Review Stage

When you work with us, we become part of your financial life journey. We're with you every step of the way. We're committed to helping you realize your financial dreams. As your journey changes, we review your plan, and make adjustments where needed.

Rummel Wealth Management Blog

RWM Mailbox - March 2020

By: Edward Foltz, CFP® | March 1, 2020

From the Rummel Wealth Management mailbox, where, as always, these are real questions from real readers...

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I have a great joke about procrastination... I'll tell you later

By: Marc R. Stasik, AIF®, MBA | February 16, 2020

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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PROTECT your loved ones.

PLAN for your future.

PURSUE your life goals.

Live with PURPOSE.

Get Started Today