By Bill Reiner, CFP®, ChFC®
Life is complicated, is it not? Add money to the picture and things get downright overwhelming. But at Reiner Financial Group, we believe that getting on the right path to work toward your financial goals isn’t as daunting as you might think. With the right planning along with the right advisor, your goals become possible. Here’s how we help you work towards getting from where you are now to where you desire to be.
As an independent, fee-based financial advisory practice with a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, we strive to take the stress of financial management off your plate. With a focus on thoughtful, prudent, and personalized financial advice, based on sound, investment strategies, and financial principles, we help our clients design a clear road map to pursue their long-term financial goals.
We tailor your plan to fit your needs by examining 6 key areas of your financial life, including financial position, protection planning, investment planning, retirement planning, tax planning, and estate planning.
The foundation of our relationship with our clients is a comprehensive, written financial plan, customized to each client’s unique situation. We complete the planning process with independent, transparent solutions presented in a simple and understanding manner. We use a formalized, six-step process to pave the way for you to pursue your financial goals. In every step of our process, we prioritize you, your dreams, fears, worries, and goals. Your needs always come first, and we strive to listen carefully to your thoughts and feelings and explain the reasons for our recommendations. Our investment approach is thoughtful, disciplined, and built on time-tested principles. Our models are built with flexibility in order to seek to capitalize on opportunities and limit your risk when market conditions warrant, so your money is set up to work toward both protection and growth.
While we serve a wide range of clients, many of them are local residents of Doylestown, Pennsylvania. Regardless of their differences in age or profession, they all desire the guidance of a financial professional they can trust and rely on. They want someone to guide them through their financial decisions and help them prepare for retirement. We have served clients for over 25 years, and many of our current clients have been with us for much of that time. They value the long-term relationships we form and appreciate the stress we help alleviate.
Many of our clients find their way to us through referrals from existing clients! We believe our clients choose us and refer us because of our unparalleled level of care for them as individuals. We foster trust and transparency and strive to add value to their lives through our financial planning focus. They appreciate that we are process-driven, not product-driven, and that we are a consistent presence in their financial life as they experience change, reach milestones, or face challenges.
At Reiner Financial Group, we take our roles as your financial planner and advisor very seriously. We know that planning for the future can be stressful, and we aim to put you at ease. If you are ready to work with a financial advisor who is just as committed to your goals and dreams as you are, or if you would like a second opinion to help ensure your plan is still on track, schedule a consultation by calling (215) 340-2360 or email me at email@example.com. We’d love to hear from you!
Bill has been in the financial industry since 1995, earning numerous professional designations, including the Certified Financial PlannerTM Certification in 1999. Bill is committed to honesty and unwavering devotion to superior client service. He helps clients discover what financial strategies work best in helping them work toward their goals and objectives. When taking on new clients, he works diligently to work towards gaining their trust and help them understand the strategies he recommends.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Material discussed herewith is meant for general illustration and/or informational purposes only, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principle. With any investment vehicle, past performance is not a guarantee of future results. Diversification and asset allocation strategies do not assure profit or protect against loss.