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Are You Confident About Your Financial Journey?

Our Services 

Helping You Pursue Your Life Goals - From Today To Retirement

Our financial management process at Rummel Wealth Management begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals and set forth an action plan to help you reach those goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make. Certain situations require working with your CPAs, attorneys, and/or insurance professionals - and we're happy to help facilitate these. 

We invest ourselves in helping our clients meet their long-term goals and provide them with the time and attention it takes to create personalized investment plans. No two clients are alike, which is why we offer a comprehensive suite of services designed to address your unique needs, wherever you are in your life journey. 

Providing Comprehensive Wealth Management Solutions

Protect Your Loved Ones

  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Medicare Plans
  • Benefits from work
  • Long-Term Care
  • Property Insurance
  • Auto Insurance
  • Casualty & Liability Insurance
  • Risk Management

Plan For Your Future

  • Capital Preservation
  • Retirement Planning
  • Comprehensive Financial Planning
  • Education Planning/College Funding
  • Pension Review
  • Tax Planning Assistance
  • Estate Planning Assistance
  • Business Succession Planning
  • Social Security Planning

Pursue Your Life Goals

  • Gifting Strategies
  • Charitable Strategies
  • Income Planning
  • Wealth Management
  • Investment Planning

Live On Purpose

  • Personal Finances
  • Cash Flow Planning
  • Emergency Fund Planning
  • Review Monthly Money Needs

How we charge for services:

With the flexibility to be compensated as a percentage of assets under management, at an hourly rate, or via commissions, the “how” is determined based on your needs and is clearly defined before any agreements are entered in to.

COMMITTED TO HELPING YOU

PROTECT your loved ones.

PLAN for your future.

PURSUE your life goals.

Live on PURPOSE.

Get Started Today