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Rachor Financial provides a wide range of services to individuals and businesses in a variety of industries. At Rachor Financial, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Financial and Retirement Planning

Rachor Financial's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Rachor Financial can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Estate Planning

Effective estate planning can ensure financial security for loved ones. Rachor Financial is here to help you set up an estate plan that is right for you. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Tax Planning

At Rachor Financial, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Insurance Planning

Rachor Financial is here to not only help you build and manage your wealth but also to protect it. Improper insurance planning can put all you've done to grow wealth at risk. Rachor Financial understands the importance of insurance and can help guide you through the various insurance coverage and help you make the right choice for you and your family.

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