Tailored Wealth Management
Download my, "Wealthy Professor Strategy". How Successful Business Owners & Executives Can Multiply Their Wealth by Finding and Leveraging Hidden Assets Already In Their Life and Business, By Implementing The Wealthy Professor Strategy.
Created by Scott Rahn, AAMS, CKA
Dreaming Up an Active Retirement
My first priority is helping you take care of yourself and your family. I'll want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. The Positivly Financial Personality Assessment is a proprietary tool that connects scientific research on positive psychology with the principles of modern wealth management. It is a great first step in gaining insights on your financial personality and how to make your money work harder on topics that really matter to you.
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I create strategies that are tailored to your needs and goals.
Years of experience have prepared me to guide you through life's transitions.
Trust. Honesty. Integrity. I believe values matter, and I live by these every day.
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
I have over 30 years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you and/or your family.
I take the time to work together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
I'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.