765-637-7920 | Client Access

Engineering
Your Financial Success

Learn more

What We Do

Help you find confidence in your hopes and dreams.
We help answer your most important questions.

Invest

Invest with professionals.

  • How risky is my portfolio?
  • How do my returns compare?
  • How should I be invested?
  • I need a second opinion from a fiduciary.
  • How risky is my portfolio?
  • How do my returns compare?
  • How should I be invested?
  • I need a second opinion from a fiduciary.

Learn more

Plan

Plan for confidence.
(Includes All Invest Services)

  • How much can I spend?
  • When can I retire?
  • Will we run out of money?
  • Am I saving enough?
  • Will I be able to….
  • How much can I spend?
  • When can I retire?
  • Will we run out of money?
  • Am I saving enough?
  • Will I be able to….

Learn more

Plan and Tax

(Includes All Plan Services)

  • How can I be more proactive on my taxes next year?
  • What should I ask my CPA?
  • Am I missing any tax opportunities?
  • Can I be more tax efficient?
  • How can I be more proactive on my taxes next year?
  • What should I ask my CPA?
  • Am I missing any tax opportunities?
  • Can I be more tax efficient?

Learn more

Family Office

Full Concierge Service
(Includes All Services)

  • How can I pass on my values to my kids?
  • Do I have the right protections for my situation?
  • What am I forgetting?
  • What can I do to plan my legacy?
  • How can I pass my values onto my kids?
  • Am I protected against liabilities?
  • What am I forgetting?
  • What is my legacy?

Learn more

Who We Serve

Engineers, Scientists, and other Data Minded Individuals, and their Families


Engineers often get a bad rap as being the toughest clients. Why? Because we are smart, analytical, thorough, efficient (especially with money), and constantly challenging the status quo.

If that describes you at all - welcome! We get you!

We think you make the Best clients because we are cut from the same cloth.

The most successful Engineers also know the best results require the best processes, inputs and a solid plan. That is why all our relationships start with a thorough financial plan. Let our experience with building and preserving wealth be part of your process. We’re here to engineer your financial journey.

Self Schedule Your No Cost
Introductory Appointment Today

How We Work

Our Process

We typically meet with new clients several times in the first few months. This helps us speed up the process of getting to know each other and allows us to build a financial plan that truly reflects who you are as an individual.

Self Schedule Your No Cost
Introductory Appointment Today

Introduction & Discovery

  • Get to know us, and we’ll get to know you!
  • We’ll share what we’re about here at Turquoise and the value we deliver to clients
  • Overview of planning process/fees
  • What are your goals? How much risk are you comfortable with? What assets do you have and where?
  • Begin explaining our premier tools and how to interact with our team

Plan & Implement

  • We’ll start crunching the numbers and working on your unique plan
  • We’ll prioritize goals and evaluate different scenarios to help you achieve them
  • Share our recommendations for investment solutions and strategies based on plan results
  • Finalize investment details and implement your preferred strategies

Monitor & Communicate

  • Ensuring you stay on track!
  • Semiannual reviews of financial plan and performance relative to your goals
  • As needed access to your advisor team
  • Regular communication

Meet the Team

Jessica Rebmann

Certified Financial Planner™

Sherri Beabout

Wealth Advisor

Jeanna Blackburn

Registered Client Service Associate
Turquoise Wealth Management
Linkedin-in Facebook-f
Copyright 2024 © Turquoise Wealth Management, LLC. All Rights Reserved.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of specific states. Contact our office to confirm if we are active in your state. Cambridge and Turquoise Wealth Management, LLC are not affiliated.

 

Cambridge’s Form CRS (Customer Relationship Summary)

Invest

Assess Objectives:​

    • Initial High Level Financial Plan

Develop Personalized Strategy

    • Market Outlook
    • Investment Options Consult
    • Wealth Mentoring

Implement

    • Investment Policy Design
    • Tax Aware investment changes
    • Fiduciary Asset Management

Monitor

    • Dashboard and Digital Vault

    • Monitor Risk Level on Portfolio

    • Performance Reporting

    • Quarterly Review Meetings

Plan

Plan

    • Full discovery around dreams and goals
    • Review of all financial assets, products and holdings
    • Discovery and research on personal situation
    • Scenario Analysis and Recommendations

Implement

    • Align portfolio for successful outcome
    • Review and address outside assets and holdings
    • Recommendations on Insurance, Mortgage, etc.
    • Address Long Term Care solutions/needs

Monitor

    • Dashboard shows Live Risk level on all assets
    • Dashboard shows Live Success Meter on Plan
    • Quarterly Reviews

Plan and Tax

Tax Impact Strategies

Proactive Tax Strategies

Assist with CPA Meetings

Full Concierge Family Service

Tax

    • Tax Impact Projections-
    • Proactive Tax Strategies
    • Assist with CPA meetings

Estate

    • Visions and Values
    • Estate Plan Design Meeting
    • Estate Plan Schematic
    • Assist with Attorney Meeting

Family

    • Family Legacy Meeting
    • Family Office Hours
    • Video Legacy

Insurance

    • Insurance Review
    • Home Inventory
    • Long Term Care Plan

Monitor

    • Quarterly Review Meetings

Jessica hails from New Albany, IN, but Lafayette has been home since attending Purdue University.   She holds BSE in Engineering with a minor in Management from Krannert, as well as the CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning.

 

She came to Purdue with her private pilot’s license and worked as a rocket scientist at NASA before finding her passion in financial planning.   After spending over a decade at Morgan Stanley she started Turquoise Wealth Management in 2018.

 

Jessica loves helping clients with their complicated financial lives and plans.   As an engineer at heart, she finds most problem solving is better done with a spreadsheet of some sort. 

Hobbies include golfing, reading, traveling and spreadsheets of course!

Sherri was born a Hoosier and has lived in Lafayette with her husband and two sons since January 2009. She holds a bachelor’s degree in Finance from Eastern Illinois University. Her passion for wealth management was sparked by her mother who helped her buy her first share of stock at age 12. Further mentoring from a college professor pushed her into her purpose of helping people steward their finances.

Sherri has worked in both financial institutions and independent office environments. Her history in the industry encompasses wealth management and financial planning, as well as investment and compliance management.

Sherri has a comprehensive thinking style and communicates the complex in an easy-to-understand way. She simply loves people, and it is her honor to help others.

Her faith is her foundation, and her family is her greatest accomplishment. When she is not at work, she is often found at a school event with one of her kids, spending time with family, at church, or enjoying the great outdoors!

Jeanna holds a Bachelors Degree in Financial Counseling and Planning from Purdue University, Series 7 and 63 securities registration and has 20+ years working as a Registered Client Service Associate in the financial services industry.  With her years in the industry, she brings a wealth of knowledge, experience and wonderful customer service.

 

Jeanna was born and raised in the Lafayette area.   Away from work, Jeanna volunteers for Meals on Wheels, enjoys being outdoors, traveling and spending time with her family.  She and her husband, Doug, have two children, Travis (Marian University ’22) and Sally (Indiana University ’23).