Empowering Clients for a Confident Financial Future 

I am an experienced financial planner, dedicated to helping clients take control of their financial journeys. Whether it’s optimizing state pensions, enhancing cash flow, or building a secure retirement strategy, my passion lies in crafting customized solutions that address each client’s unique needs and goals. My expertise spans comprehensive financial planning, from wealth accumulation to asset protection, ensuring clients are prepared for every stage of life. 

Expertise in State Pension Optimization and Wealth Planning

I specialize in guiding individuals, families, and business owners through the complexities of financial planning. I take pride in assisting New York State employees, law enforcement officers, teachers, and other professionals in maximizing their pensions and securing financial stability.

A Client-Centered Approach

At the heart of my professional journey lies a dedication to understanding client needs and goals and translating these insights into strategies. Relationship-building and discovering the varied life stories of my clients is deeply important, and I am committed to earning their trust. My expertise in fostering and developing client relationships is central to delivering customized solutions that resonate with my clients.

A Unique Path to Financial Services

My diverse professional background has equipped me with valuable skills that I bring to financial planning. As a former adjunct professor and director of a home-schooling business, I honed my ability to develop dynamic strategies and foster meaningful relationships. My experience as a mental health therapist taught me the importance of empathy and support, which now form the cornerstone of my approach to client relationships. These experiences allow me to guide clients with care, precision, and a focus on their personal and professional success.

Thriving at Thoroughbred Advisors

I am proud to be a part of the Thoroughbred team, where I can grow as a business owner. The collaborative spirit, dedication to growth, and wealth of resources have provided me with the tools to excel as a financial professional.

Life Beyond Finance

Outside the office, I cherish the time spent with family and friends, many of whom began as clients. I’m passionate about building connections, seeking adventure, and exploring cultural experiences through travel, theater, dining, and museums. A lifelong learner, I stay informed on the latest financial trends and strategies to provide cutting-edge insights to my clients. Whether hiking, boating, cooking, attending concerts, serving on a Board, or volunteering in community service, my zest for life mirrors my commitment to helping others achieve financial freedom.

A Holistic Approach to Financial Success

With a focus on comprehensive financial planning, I deliver tailored strategies for personal and small business financial goals, estate planning strategies, and risk management. Leveraging my experience and access to world-class financial products, I aim to simplify the complexities of financial planning, offering clients the clarity and confidence they need to navigate life’s challenges. 

Let’s work together to create a financial strategy that can bring you the confidence, stability, and prosperity you deserve. Schedule a session today to take the first step toward financial freedom!

Rachel is Insurance and Securities licensed in New York, Vermont, Wisconsin, and Florida