Many of the clients I work with have complex estate plans and tax needs. You’re ready to take action with a plan to preserve your estate and enrich the lives of your families, but you’re not sure where to start.
I collaborate with all of your professional advisors, estate attorney, CPA, and personal banker, to present a holistic snapshot of your finances and estate plan. Together, we’ll go beyond asset management and integrate efficient estate and tax planning strategies to ensure wealth preservation for you and your beneficiaries.
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FEATURED:
Advanced Wealth Preservation Strategies for High-Net-Worth Families
More wealth comes with more complex financial planning challenges. Get expert insights into three critical areas that require advanced strategies to preserve your legacy.
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CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Certified Public Accountant (CPA)
- Certified National Social Security Advisor (NSSA)
- MBA, Northwestern University - Kellogg School of Management
Many of the clients I work with have complex estate plans and tax needs. You’re ready to take action with a plan to preserve your estate and enrich the lives of your families, but you’re not sure where to start.
I collaborate with all of your professional advisors, estate attorney, CPA, and personal banker, to present a holistic snapshot of your finances and estate plan. Together, we’ll go beyond asset management and integrate efficient estate and tax planning strategies to ensure wealth preservation for you and your beneficiaries.
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}', 4='{type=string, value=CFP®, MBA, CPA}', 36='{type=string, value=
FEATURED:
Advanced Wealth Preservation Strategies for High-Net-Worth Families
More wealth comes with more complex financial planning challenges. Get expert insights into three critical areas that require advanced strategies to preserve your legacy.
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CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Certified Public Accountant (CPA)
- Certified National Social Security Advisor (NSSA)
- MBA, Northwestern University - Kellogg School of Management
Dan Rausch
Financial Advisor
Designations: CFP®, MBA, CPA
Dan Rausch is a CERTIFIED FINANCIAL PLANNER™ professional , Certified Public Accountant, and financial advisor serving clients nationally from our Grand Rapids, Michigan office. The married father of three is from Holland, Michigan and started his career as a CPA in Grand Rapids. Dan earned a bachelor’s degree at Grand Valley and his MBA at Northwestern University’s JL Kellogg School. Dan approaches advising with the philosophy that “intentional planning can deliver predictable results.”
Education and Certifications
-
CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Certified Public Accountant (CPA)
- Certified National Social Security Advisor (NSSA)
- MBA, Northwestern University - Kellogg School of Management
Who I Best Work With
Many of the clients I work with have complex estate plans and tax needs. You’re ready to take action with a plan to preserve your estate and enrich the lives of your families, but you’re not sure where to start.
I collaborate with all of your professional advisors, estate attorney, CPA, and personal banker, to present a holistic snapshot of your finances and estate plan. Together, we’ll go beyond asset management and integrate efficient estate and tax planning strategies to ensure wealth preservation for you and your beneficiaries.
What Guides My Approach
Dan Rausch is a CERTIFIED FINANCIAL PLANNER™ professional , Certified Public Accountant, and financial advisor serving clients nationally from our Grand Rapids, Michigan office. The married father of three is from Holland, Michigan and started his career as a CPA in Grand Rapids. Dan earned a bachelor’s degree at Grand Valley and his MBA at Northwestern University’s JL Kellogg School. Dan approaches advising with the philosophy that “intentional planning can deliver predictable results.”
“The financial planning needs of my clients are interesting and truly unique. No two people, couples or families have the same priorities or goals, so the plan and tactics are always individualized.”
- Dan Rausch, Allworth Financial Advisor
FEATURED:
Advanced Wealth Preservation Strategies for High-Net-Worth Families
More wealth comes with more complex financial planning challenges. Get expert insights into three critical areas that require advanced strategies to preserve your legacy.
More About Dan:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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