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 achieve 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 get from where you are now to where you desire to be.
What We Do
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 unbiased financial advice, based on sound, proven investment strategies and financial principles, we help our clients design a clear road map to achieve their long-term financial goals.
We tailor your plan to fit your needs by examining 6 key areas of your financial life: financial position, protection planning, investment planning, retirement planning, tax planning, and estate planning.
How We Work
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 reach 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 created with flexibility to capitalize on opportunities and limit your risk when market conditions warrant, so your money is set up for 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 whom 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 how we alleviate their stress.
Why Clients Choose To Work With Us
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 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.
Are You Ready To Take The Next Step?
At Reiner Financial Group, we take our role as your financial planner and advisor very seriously. We know that planning for the future can be stressful, so we do our best 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 ensure your plan is still on track, schedule a consultation by calling (215) 340-2360 or emailing me at email@example.com. We’d love to hear from you!
About Bill Reiner, CFP®, ChFC®, Financial Advisor
Bill has been in the financial industry since 1995, earning numerous professional designations, including the Certified Financial PlannerTM Certification in 1999. Clients work with Bill because of his honesty and unwavering devotion to superior client service. He helps clients discover what financial strategies work best in helping them achieve their goals and objectives. When taking on new clients, he works diligently to gain their trust and help them understand the solutions he recommends.