REAP Financial is a boutique investment advisory firm specializing in retirement income planning, fee-based portfolio management, estate & tax strategies, life insurance, long term care & annuities. Our mission is to partner with our clients for a successful retirement. We get to know our clients, learn their goals for retirement and create a plan that will help them reach their ultimate retirement dreams. The independence and experience offered by REAP Financial helps founder, Sandra Newman and her team find long-term solutions to safely grow assets while maintaining the priority of preservation. The goal is to leave clients with more money to enjoy their family, travel, take up new hobbies and simply live life to the fullest during retirement.
Website: austinfinancialplanner.com
Phone: (512) 249-7300
Closed now
- Wed 9:00 AM - 5:00 PM
9414 Anderson Mill Rd Austin, TX 78729 ·1171.24 mi
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Reviews
yelpREAP Financial has been handling my family's retirement plans with the utmost professionalism and courtesy for the past several years. In addition, they have been very helpful in providing...
MoreI have engaged Chris Heerlein and his team to manage my retirement funds for about 3 years. I am extremely pleased with the way my accounts have grown and the way they help me manage my taxes....
MoreHave been a client for several years, not impressed. They have breached our contract by trying to omit promised lifetime free services such as tax preparation and estate planning. To make it...
MoreAfter a review and a discussion with Justin , I do understand the market volatility and that under the current conditions we all are suffering. Teresa and I are comfortable with the future plans...
MoreI called and submitted an inquiry online asking to meet but never received a call back. Took my money elsewhere.
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