The global events of recent years may have left some with a feeling of uncertainty and fear. Please know that if you're one of our clients, your money is safe! If you are new to our services, please contact us for more information. We can provide the financial security you desire and if needed, we can do it safely using secure video conferencing technology. Be safe and secure, knowing that we are here to help you make the best choices for your financial security. Roxanne Reis, CEO Reis Financial Services
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You earned it, now enjoy it. Retirement, the way it's supposed to be.
The ABC's of how annuities are the "Safe Money" option for your future financial freedom.
FUTURE FINANCIAL SECURITY MADE EASY...
Retirement choices, stocks, bonds, fees, tax codes, percentages, it can all be so confusing. How do you know what is the right choice for your situation? Imagine sitting with one of those Wall Street types with their fancy suit, charts, graphs, financial double talk that requires a PhD to understand. You leave their meeting more confused than when you came in!
There was a time - the bygone era - a time of simplicity, where a handshake and a person's reputation was all you needed to know that things would be done right. Although the world has lost a lot of that "Old World" integrity, at Reis Financial Services we still pride ourselves on still doing things the old fashioned way, through trust.
Planning for your Future, Retirement or Financial Security and learning about those many options doesn't have to be overwhelming. We make it easy to understand by using a time tested process to help you make a more informed decision about your financial future, it's called LISTENING.
Here is how easy it is... when we meet you, it's usually because someone that you trust has recommended us and that's important. Reputation is everything to us. During our initial meeting, we'll listen and ask the questions that help us get to know you and how you see your financial future. Then we'll go to work for you, sorting through all of the products and companies, information and processes, to find the best fit for your goals. See, unlike other agents, we don't work for one specific company. We are an independent broker which means we can find the best products to fit your needs, regardless of which company has them. Then we'll explain them to you in easy to understand terms - like talking to a trusted friend. Once you decide the direction, we'll put it into action and that's it, just that easy.
From then on, we'll service your account, answer questions and be there for you as the need arises.
By the way, we do all of this in the comfort of your home or our home offices. No sterile environment to make you feel like a numbered client. We want you to feel relaxed and at ease when we chat, just like you would a life-long friend.