SERVICES
Reis Financial Services offers many great options, products and strategies for your financial goals. As an independent agent, we can do the research and find the best fit for your lifestyle, needs and security. We can find you the best products, offered through reputable companies that we have come to trust throughout our history.
Now, if you are someone who follows the language of financial planning, no worries, we speak your language and can get as technical as you would like. However, we have found over the years that most of our clients prefer to hear the simple ideas spoken in plain terms, and we are just fine with that. So if we aren't bombarding you with "financial-eez," it's because we want you to have a full understanding of your options without the confusion, pressure or crazy terminology getting in your way.
For example, here's a simple explanation of an Annuity -
Annuity: A financial product designed to grow your funds, so
when you are ready, you have an income stream of payments.
Annuities are primarily used as a means of securing a steady
cash flow for an individual during their retirement years.
Rather than explain the many products that we can offer here, just know that once we chat about your needs and goals, we will do the research, the paperwork and the follow up service work. All you have to do is like working with us, trust and have confidence in us and sit back and enjoy your financial freedom. After all, if your financial goals are centered around your retirement, we feel that all those years of hard work should be celebrated. Too often, retiring and then having to decide what to do with YOUR money can be stressful...but it shouldn't be. Let us deal with the stress of talking with your company retirement entitlement representative. They're goal is to keep your money in their program so it keeps working for them. But wait, that's YOUR money, it's YOUR retirement and it's YOUR decision on how to use it. So don't worry, we have the key to unlock the many potentials that your money, working for you, can bring.
We have access to a great list of top rated company's that are able to provide the best products for your goals. And we only use companies that are the highest rated, have the best customer satisfaction ratings and are on the same page as we are when it comes to providing service. Through time, these companies have earned our trust, just as we will earn yours.