Reality Financial Planning Services, LLC
If you are looking for independent, objective financial planning and advice -- without account minimums or conflicts of interest -- you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling.
We specialize in providing fee-only financial planning advice to people from all walks of life. We offer needs-based services, which allow clients to select the services that make sense to them. We help people realize a brighter financial future through professional, independent, and unbiased financial planning and asset management services.
To help people realize their goals, we provide two types of fee-only financial planning services:
- Project-based planning and consultations, for those who are looking to create a comprehensive financial plan or validate and review an existing plan, is available at reasonable hourly rates.
- Ongoing asset management services, for those who want more comprehensive and on-going service because they have more important life priorities than the time burden of managing their investment strategies, are offered on a retainer basis.
By offering both project-based planning and asset management services we meet the diverse needs of many people in all stages of the financial cycle.
Because your life, the financial landscape and market conditions are always changing, the content of our site will be ever changing. Enjoy your time on our site and contact us to set up a free, no obligation, Get Acquainted meeting to start building your financial life of significance.
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