GEORGETOWN FINANCIAL PLANNER

Financial Advising In Georgetown, TX

REAP Financial takes a conservative approach, carefully coordinated with legal and tax advisors, to build your most successful financial plan. We are an independent management team that balances both growth and preservation, keeping you on track with our customized retirement planning process.

Areas of Focus: Retirement Income Planning, Fee-Based Portfolio Management, Estate and Tax Strategies, Life Insurance, & Annuities

We offer financial services in Georgetown in these three areas:

Grow

Prepare for your retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA legacy planning

We can also refer you to financial planners who provide the following services:

Trusts     Probate     Charitable Giving     Estate Planning     Tax Planning

Ready to Take the Next Step?

For more information about any of the products and financial services listed here, schedule a meeting today with our Austin money managers or register to attend a free financial seminar.