Retirement & Estate Planning Services, Inc.
Retirement and Estate Planning Services, Inc. (REPS) is an independent financial services firm based in Charlotte, NC. Our planning professionals specialize in resolving complex retirement, estate and business transfer strategies.
We have over 70 years of combined experience helping
business owners, professionals, executives, and retirees
meet their financial goals, responsibilities, and dreams.
Helping Our Clients Achieve Sound Financial Health
Our process is to analyze quantitative and qualitative aspects of your situation and assist with implementation. However, that is only part of the story. We encourage our clients to see how financial decisions impact their legacy and relates to one’s total life. We are also happy to work on one specific need as well.
With our comprehensive capabilities and strategic alliances, we offer our clients:
- Leading-edge ideas and solutions girded with wisdom and experience.
- Personalized client service and support.
- Extensive access to a variety and depth of products and services from the nation’s leading financial institutions.
