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Our Services

At Laine-Rahn Wealth Management, we work to understand your unique financial needs and strive to provide personalized solutions to help you achieve your goals.   We specialize in addressing the questions and concerns that matter most to you.

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Portfolio Management

Portfolio Management

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

Retirement Planning Strategies

Retirement Planning Strategies

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Risk Management Strategies

Risk Management Strategies

We'll help you discover which risks to transfer to an insurance company and which risks can you manage yourself.

Estate Planning Strategies

Estate Planning Strategies

An estate strategy involves more than updating key documents. Let's build a strategy to protect your legacy with a comprehensive estate strategy.

Life Insurance

Life Insurance

Life insurance is a key risk-management tool that can help you pursue your financial dreams while protecting the ones you love.

HNW/UHNW Clients

HNW/UHNW Clients

As your assets increase, you may require more sophisticated financial strategies to help manage your net worth. We offer tailored financial services for high-net-worth and ultra-high-net-worth individuals.

Social Security Planning Strategies

Social Security Planning Strategies

Social Security can play a key role in your overall retirement strategy. We'll work together to build a customized Social Security strategy.

Education Planning Strategies

Education Planning Strategies

With some preparation, we can develop an approach that can help you manage the cost of education for your children.

Extended Care Strategies

Extended Care Strategies

Learn more about what choices you have as you consider extended-care strategies for you and your family.

Charitable Giving/ Legacy Planning Strategies

Charitable Giving/ Legacy Planning Strategies

We can help you create a legacy that makes a lasting impact through charitable giving and estate strategies.

Financial Education

Financial Education

We're available to expand your financial literacy to gain a deeper understanding of financial concepts with personalized education sessions.

Small Business Ownership

Small Business Ownership

Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance.

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