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REAP Financial
Your trusted partner for retirement planning and financial peace of mind in Austin.
5
Business
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Your trusted partner for retirement planning and financial peace of mind in Austin.
REAP Financial is a premier financial consulting firm in Austin, Texas, specializing in retirement planning, investment management, and comprehensive financial guidance. The team offers personalized services with a focus on integrity, responsiveness, and client education, helping individuals and families navigate complex financial decisions. With a 5-star rating, REAP Financial is known for its professional expertise in Medicare assistance, tax liaison support, and estate planning, ensuring clients achieve long-term financial security and confidence.
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Personalized strategies to help you plan and achieve a comfortable retirement, including income management and goal setting.
Expert guidance on investment options with transparent pros and cons to grow and protect your wealth over time.
Assistance with Medicare enrollment and options, providing patient explanations and support for healthcare planning.
Help navigating paperwork and claims for estates, ensuring smooth transitions and financial security for loved ones.
Responsive and knowledgeable tax coordination to optimize your financial strategy and compliance.
Comprehensive advice on financial loopholes and bucket strategies for long-term peace of mind and growth.
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Overall rating
Teresa Brooks
It is such a joy working with Stacy Cooley at REAP Financial. She went above and beyond to help me and provided exceptional service.
Mike Hammer
Very Professional and patient, willing to go the extra mile to get whatever process needs to complete
Doug Allen
REAP Financial is frequently seen on our local news broadcasts and heard on KLBJ radio. We connected with the REAP team many years ago (probably more than 10 years ago). They have invested considerable time with us and have helped us map out our retirement plans. They've done a great job in helping us feel more secure about our retirement income plans, they've suggested a number of options for our investments and have always been responsive to our questions and concerns! We had valuable and very prompt assistance from Chris Hundl and from Stacy Cooley during the past week. Thanks to both of you!
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Michael Kester
Started working with the team at REAP this year, and have had a great experience. Justin (advisor) and Nora (tax liason) have been very responsive, knowledgeable and helpful with all of our needs and questions.
Suzanne Petersen
REAP has managed our retirement for 7 years now and we've had excellent results and are highly confident in their ability to manage our funds The staff is super responsive. When Mom passed, she had a lot of different accounts, policies and claims, and they helped us navigate the mountains of paperwork and the system. We would have had a really hard time doing it on our own.That in itself is priceless. There's never been pressure to invest their way, they have always given us multiple options and explained the pros and cons of each. Highly recommend REAP.
