The REAP Companies
About
Truly multi-disciplinary firm with dedicated professionals in estate planning, income planning, wealth management & tax planning.
Specializing in retirement planning, my main goal each and every day is to help families reach their retirement financial goals. I am a diligent educator of the retirement process. I believe in taking the extra time and care needed to educate my clients and help them understand this process and the solutions presented to help navigate their biggestretirement hurdles with ease. Whether helping with healthcare, to opening up guaranteed income streams, I go above and beyond – to find the best strategy for each client, every time.
Highlights
Hired 2 times
8 employees
21 years in business
Serves Altamonte Springs, FL
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Photos and videos
No reviews (yet)
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Services offered
Financial Services And Planning
Individual Tax Preparation
Contract Attorney
E Commerce Development
Tax Attorney
Business Consulting
Social Media Marketing
Business Tax Preparation
Notary
Legal Document Preparation
Wills And Estate Planning
Web Design
Accounting