Family-Focused Financial Planning
Trusted Financial Planning for Families with or without Special Needs.
Email: rebekahstangl1@gmail.com
Phone: 651-247-0841
About Me
With over 30 years of experience working with families, I now specialize in the financial services industry, with a deep understanding of the unique challenges faced by families with children who have special needs. I focus on creating financial strategies that provide both peace of mind and long-term security. As an independent, non-captive financial specialist, I offer personalized and unbiased solutions tailored to meet your family’s financial goals while safeguarding your child’s future.
My approach is built on trust, transparency, and compassion. I work closely with families to navigate complex financial decisions, including special needs trusts, estate planning, college funding, and long-term care. Together, we can develop a personalized financial plan that considers all aspects of your family’s situation—today and in the Future.
With access to top-tier providers nationwide, I offer comprehensive services that include:
- Retirement Planning: Secure your future and protect the financial well-being of your family.
- Special Needs Trusts & Estate Planning: Preserve eligibility for government benefits and ensure your child’s financial needs are met.
- Life Insurance & Annuities: Provide a safety net for your family.
- Debt Reduction Strategies: Build a clear path to financial freedom.
- Rollovers & Investment Strategies: Optimize your existing financial assets
Reach out for a complimentary financial literacy session to see how you can secure the future of your dreams regardless of your income level
Let’s work together to ensure that your family’s financial future is secure, sustainable, and aligned with your values.
rebekahstangl1@gmail.com or 651-247-0841
Services
Customized Financial Solutions for Families with Special Needs Children
Financial Planning & Wealth Management
As a financial expert, I provide comprehensive wealth management strategies, tailored to your family’s unique needs. Whether you’re planning for retirement or saving for future educational expenses, I ensure every detail is covered.
Special Needs Trusts & Estate Planning
Create a special needs trust to protect your child’s eligibility for government benefits and to ensure they have financial security throughout their lifetime.
Insurance Planning
Protect your family’s future with comprehensive insurance plans—life, long-term care, and disability insurance—designed to secure your child’s needs in the event of an unexpected circumstance.
Education Funding
Explore the best ways to save and invest for your child’s education, while considering the special circumstances and benefits available for children with special needs.
Debt Management
Reduce and manage debt to ensure financial security for both the present and the future. Develop a strategy to alleviate debt while prioritizing your family’s financial goals.
Retirement & Rollovers
Build a sustainable retirement plan that factors in the costs of caregiving, future medical needs, and overall family security.
Reach out for a complimentary financial literacy session to see how you can secure the future of your dreams regardless of your income level @ rebekahstangl1@gmail.com or 651-247-0841
All services are backed by a network of top providers, providing the best options in the market.
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