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410.363.7211
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Lauren Rebbel, CFP®, CDFA®

Senior Wealth Advisor

Contact Lauren Rebbel
410.363.7211
10065 Red Run Boulevard, Suite 200
Owings Mills, Maryland 21117

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. 

Building Relationships | Delivering Success®

 

The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
10055 Red Run Boulevard, Suite 130
Owings Mills
Maryland
21117
United States