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Monday 10am - 4pm Tuesday 10am - 4pm Wednesday 10am - 5pm Thursday 10am - 4pm Friday 10am - 4pm Saturday 10am - 12pm

Rachel Maryyanek, Financial Planner

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Charlotte, NC
Rachel Maryyanek, Financial Planner

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Please contact me to help you fully analyze your needs and recommend appropriate solutions. I do not provide tax, legal, or accounting advice.

As a licensed Investment Professional with Movement Financial Group LLC, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

11/05/2026

Did you know you can use your RMDs to donate to charity? It’s a simple way to support the causes you love and help your tax situation.

If you want to learn how this works or whether it’s right for you, send me a message.

How do you like to give back to your community?

11/03/2026

Ever heard of umbrella insurance? ☂️ It’s like a safety net for your finances.

If a major event occurs—such as a significant accident or lawsuit—your standard insurance may not be sufficient. That’s where umbrella coverage steps in to protect your savings, your home, and your peace of mind.

It’s affordable, powerful, and often overlooked. Let’s make sure you’re covered from every angle.

11/03/2026

U.S. stocks ended the week lower as a sharp tech selloff, including Alphabet’s record drop amid questions about AI spending, outweighed broader market gains. Treasury yields fell as the Fed held rates steady and inflation cooled, while economic data remained resilient. Check out this week’s market perspective to learn more.

11/02/2026

Giving back is a great way to show what matters to you! Including donations in your budget helps you live your values every day—and it feels good to make a difference.
If you want help building giving into your family budget, message me anytime.

How do you make giving part of your family budget?

10/30/2026

🎃 Don’t let your financial plan become a ghost of the past. 👻

Fall is a season of change and reminds us how quickly things can get spooky when we’re not prepared.

It's the perfect time to check in on your will, trust, and beneficiary designations. Life changes fast, maybe you’ve had a baby, bought a home, or experienced a loss. Your estate plan should reflect those changes.

Let’s sit down and make sure your documents aren’t haunting you with old info. A little time now can save your loved ones from future frights.

👻 No skeletons in the closet, just peace of mind.

10/28/2026

Open enrollment season is coming up. Take a few minutes to look over your health plan options and make sure everything still fits your family’s needs.

Do you use an HSA or FSA?

10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

10/27/2026

Nothing beats a good before and after. This bathroom remodel was a big project, but seeing it come together made all the effort worth it. Spazio Interiors did the tile and plumbing, and I love how it turned out. Proof that a little planning goes a long way.

10/26/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

10/26/2026

Money stress is real, and you are not alone. Simple steps like organizing your budget or reviewing your insurance can make a big difference in how you feel day to day.

What helps you feel more financially calm?

Address

4350 Congress Street, Ste 300
Charlotte, NC
28209

Opening Hours

Monday	10am - 4pm
Tuesday	10am - 4pm
Wednesday	10am - 5pm
Thursday	10am - 4pm
Friday	10am - 4pm
Saturday	10am - 12pm

Website

https://www.peloraadvisors.com/licensing

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