Home | Laine-Rahn Wealth Management

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.

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Creating, Protecting and Transferring Client Wealth

We provide a personalized and comprehensive approach to investing and financial planning, grounded in our fiduciary duty to always act in our clients' best interests. We are dedicated to helping our clients accomplish their financial goals. Our white glove service approach helps to guide you with confidence through your financial journey.

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Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Planning for Your Retirement and helping you through retirement.

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Small Business Owners

Supporting small businesses today and planning for their future.

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Families

Make your money work for you to meet your life objectives.

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Women

To meet your unique needs.

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

We specialize in investing, retirement planning strategies, education planning, estate planning strategies, and insurance.

As skilled professionals, we aim to educate you about the basic concepts of financial management and investing. That education combined with your objectives and our skills and knowledge will help you meet your investing and retirement goals.

Trust us to provide you with the personal service and expert guidance you need to achieve your financial goals.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Four Steps to Success!

STEP

1

Discovery

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We willl map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

We will set the strategy and plan into motion taking into consideration tax ramifications, business and family needs.

STEP

4

Review and Adapt

Through regular meetings and engagement, we will update the strategy to meet your ever changing needs.

Complimentary Financial Review

Sign up to receive a Complimentary Financial review so we can review the strategies and option available to help you meet you individual retirement goals.

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Request a Meeting

You can request a meeting by completing this form.

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