Over the years, our firm has built a well-defined 5 step consulting process. It addresses investment consulting, advanced planning issues, tax strategies, estate planning, charitable giving, and protecting wealth from being unjustly taken. We’ve assembled a team of who we consider the best legal, accounting and insurance minds that have been vetted to be part of our virtual family office structure. We collaborate together to come up with powerful ideas to help our families make smart decisions about their money.
These specialists who are part of REAP Financial, “fill in the gaps” by providing the expertise that REAP Financial does not specialize in. This is an important point because no one professional – not even the smartest investor or tax attorney will have all of the connections needed to serve the complex needs of affluent families.
REAP Financial stays in close contact with the family to help ensure the various specialists are delivering as promised. As coordinator, REAP Financial also works closely with the family to make sure the desired results are achieved.