About Me
I never imagined I’d end up in the financial services industry. As a former collegiate tennis player turned special educator, and having grown up in a family of teachers, financial struggles were familiar, and I assumed my path would always reflect that reality. But life has a way of reshaping our course.
At 46, I lost my first husband unexpectedly. Our two daughters were still in high school, and we were completely unprepared. We had no life insurance, no will or trust, and ultimately lost our family home. It didn’t have to be that way. In the midst of profound grief, I was forced to navigate overwhelming financial uncertainty. That experience changed me forever and ignited a mission.
You don’t need to be me. You have choices. With the right financial guidance, you can protect your family or business and focus on what matters most.
Today, I’m passionate about helping families through my work with No Family or Business Left Behind, where we teach the essentials of personal finance and empower people to build stronger financial futures. As a wife, mom, and advocate, I believe proper planning can make all the difference. Financial security isn’t just for the wealthy every family deserves the opportunity to protect what they love and create a legacy, no matter their background.
It’s never too late to take control, and it’s never too early to prepare.
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.