Lauren Rebbel, CFP®, CDFA®

As a CERTIFIED FINANCIAL PLANNER™ professional and Senior Wealth Advisor of Prosperity – An EisnerAmper Company, the core of Lauren’s practice focuses on her passion for helping clients navigate through:

• Employer Sponsored Retirement Plans
• Retirement Planning
• Estate Planning
• Insurance Planning
• Investment Planning
• Wealth Management

Lauren’s mission is also to help women successfully meet life’s financial challenges and opportunities, including those who are going through a life changing transition such as divorce and those who have lost their spouse.

Divorce

• Help women navigate the financial intricacies of divorce – planning for new realities and long-term possibilities
• Collaborate with mediators and divorce attorneys on how to best structure a property settlement (e.g. dividing assets, pensions, deferred compensation and stock options), alimony modifications and new blended family dynamics
• Empower and educate women so they feel confident and comfortable in voicing their new financial goals, objectives and purpose and are engaged in the planning and investment process

Loss of a Spouse

• Help clients move forward after a significant emotional and financial change
• Assist in transferring assets
• Learn and understand clients’ fears, needs and financial goals
• Explain Social Security options
• Help women financially plan for their newly defined purpose and objectives for their assets and investments

Inheritance

• Plan and invest properly to avoid over spending and depleting inheritance
• Help clients navigate through tax and legal issues related to their new wealth

Successful Working Women

• Help to synthesize and evaluate investment efforts as clients work toward further financial success and independence
• Navigate employee benefit options
• Plan for future educational expenses (clients and children)
• Help clients invest in strategies they are passionate about

Employer Sponsored Retirement Plans – 401(k), Profit Sharing, Cash Balance

• Help companies and Fiduciaries avoid fines / penalties from Department of Labor by providing 401(k) plans with competitive investment options and effective plan design
• Bring plans into compliance addressing the critical areas of: fees, funds, fiduciary, plan design and service
• Annually benchmark a company’s 401(k) plan against other plans to ensure it is competitive and that fees are reasonable.
• Select, manage and monitor underlying plan investments
• Provide ongoing employee education to help participants track for retirement
• Structure plan design to help business owners and executives maximize contributions

The value that Lauren M. Rebbel, along with Prosperity – An EisnerAmper Company, provides goes far beyond the investment component. By adhering to a comprehensive approach to wealth management, key areas that are critical to a client’s financial success are addressed: Tax Planning, Retirement Analysis, Estate Planning, Insurance Planning and Business Planning. This proactive approach enables Lauren and Prosperity to build strong relationships with every client while delivering results.

^{*The Five Star Wealth Manager award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The 2022 Five Star Wealth Manager Award covers January 1st 2021 through December 31st 2021.}