Rath, Walling & Associates

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Scott Rath

Scott Rath

Financial Advisor

Chartered Financial Consultant®
Visit Scott Rath's website
Craig Walling

Craig Walling

Financial Advisor

Visit Craig Walling's website
Tracey Jackson

Tracey Jackson

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Tracey Jackson's website
Justin Davis

Justin Davis

Financial Advisor

Visit Justin Davis's website

Team

Lorraine Rasmussen

Lorraine Rasmussen

Office Manager