I have years of experience in financial services and creating personal relationships based on trust and excellent service. I can help you address your needs of today and for many years to come. I look forward to working with you! I can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.
Services
Rachel Kuss CFP AIF CRPS is Vice-President of Kennebec Wealth Management in Durango Colorado. Rachel has 20 years of industry experience in wealth management services and has earned her series 7, 9 and 10 (held through LPL Financial) and 66 (held through Western Wealth Management) licenses as well as the Colorado Life/ Health/ Variable insurance licenses.
Building relationships on integrity and trust, and a dedication to your financial success drives all aspects of my practice. Independent Advice: As an independent advisory practice, I am able to provide objective, professional advice and recommendations based on your clearly defined needs and objectives.
A diversified portfolio that includes the fundamental asset classes is the key to a comprehensive investment strategy. I do not believe in timing the market, and rarely engage in individual stock picking. I focus on a long-term strategy that aims to optimize a target rate of return based on your investment goals, time horizon, and risk tolerance.
It's difficult to dream for retirement if you have too much debt and haven't budgeted for savings. You can easily derail your retirement plans if you didn't plan for the kids' college, purchase sufficient insurance coverage or save for unexpected emergencies. Your financial life is a comprehensive picture, and we will create a actionable plan for the future.
Are you thinking about offering a retirement plan, or finding out how to get more value out of your plan?. If you are an employer, you want to attract and retain high quality employees. Offering a retirement plan benefit comes with fiduciary responsibilities - and mistakes can be a costly liability.
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