Our Services

At Mark 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:

  • What are the best strategies for minimizing investment risks and diversifying my portfolio?
  • What should my investment strategy be and how do I invest accordingly?
  • How do I get started investing?
  • Do I have enough money to retire?  
  • How can I save enough money to make a major purchase (house, car, boat, RV, etc.)
  • How can I minimize my tax liability?
  • How can I protect my assets and plan for the transfer of wealth to my kids (grandchildren, charity, etc)?
  • What types of insurance coverage do I need to mitigate risks and protect myself and my family?
  • How can I fund my children's education?
  • How can I navigate complex financial situations like divorce or the loss of a spouse?
  • What is the optimal Social Security claiming strategy for my situation?
  • How can I plan for long-term care and retirement healthcare expenses?
  • As a business owner, how do I start a retirement plan for myself and my employees?
  • How do I get income for the rest of my life?

Take a look at the services we offer in the table below. We are dedicated to providing you with the expertise and guidance you need to achieve financial success. Contact us today to schedule a consultation and let us help you navigate your financial journey with confidence.

Benjamin F. Edwards does not provide legal or tax advice, therefore it is also important to consult with your legal and tax professionals for additional guidance tailored to your specific situation.