About REPS
We have a passion for our mission - helping our clients achieve sound financial health. Achieving this takes careful planning with wisdom, insight, experience and continual polishing of our skills so we can best help you. It takes in-depth analysis. It takes creative yet concrete solutions, tailored to meet your requirements.
At Retirement & Estate Planning Services, Inc., we are continually furthering our knowledge and skills. We use a disciplined, structured approach to planning which ensures that your needs, goals and objectives are incorporated into developing a plan that’s best for you.
Our Philosophy
Where do we begin? We listen. Then we listen more. And then we listen even more. Our process focuses first on fully understanding and analyzing the specifics of your situation. We want to know about you, your family, your profession, your beliefs, your financial responsibilities, your desires and maybe most importantly, your desired legacy. Legacy to us are those things that your life will leave behind - financially and otherwise. We believe that even when “young”, one’s legacy is being created everyday with one’s actions (or non-actions). Once we know about you and your directions, we commit to providing you with the information, advice and alternatives you need to make the best possible decisions about your financial future.
Meeting your retirement and/or estate planning needs may only be a portion of your overall financial plan. Working in conjunction with your other advisors will ensure a smooth integration of all aspects of your financial plan. While many of our clients have substantial net worth, we also greatly enjoy serving those with more moderate net worth as well.
Again, we believe in a legacy approach whereby you have an overall plan. However, we are always happy to work with clients on a specific need.
Planning Process
Our objective is to help clients achieve sound financial health. We use an approach that encompasses four steps designed to give you flexibility and results:
- Identify client’s needs, goals and legacy desires
- Determine appropriate strategies
- Recommend services and/or products and implement the strategies
- Review, adapt, and refine plan periodically to reflect changes in market
A Member Firm of
National Financial Partners
REPS is an independent, locally-owned-and-operated Member Firm of Partners Financial which is a national network of independent financial advisors. National Financial Partners (NYSE: NFP) is a national network of independent financial advisors consisting of over 180 owned firms and 320 member firms in 41 states and Puerto Rico, specializing in corporate and executive benefits, financial planning and investment advisory, and life insurance and wealth transfer.
NFP firms represent more than $20 billion of assets under management, $50 billion of assets under advisement, and $1 trillion of life insurance in force.
