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REAP Financial
Your trusted partner for retirement planning and financial peace of mind in Austin.
5(5 reviews)
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, TX, specializing in retirement planning, investment management, and comprehensive wealth strategies. With a 4.9/5 rating from 149 reviews, our team provides personalized, responsive service to help clients navigate complex financial decisions, from Medicare enrollment to estate planning. We prioritize integrity, transparency, and client education, offering multiple options with clear pros and cons to ensure you achieve your long-term goals with 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.
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.
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.
Yesterday evening my husband and I were visiting The Renaissance hotel, two ladies from REAP Financial greeted me with such enthusiasm and kindness I was a bit lost looking for the business center but they stopped and asked if I was OK. I believe their names were Nora and Brittany. My husband and I agreed that we would be calling REAP to set up a meeting soon. If this is the kind of people at REAP I can only imagine the level of service that this company provides.
Chris and his team enabled me to retire and continue to enjoy a very comfortable lifestyle. Their level of professionalism, fiscal knowledge and integrity is very hard to find in these competitive times. Reap Financial guided us through the many investment loopholes, ensuring we placed our savings in the right buckets. For anyone looking for financial peace of mind in their later years, I would not hesitate to recommend Chris and his team at Reap Financial.
My wife and I have been using REAP Financial for several years and are very pleased with the service and results we’ve gotten from using REAP. In particular the advice we’ve received from our advisor Justin Saffle has been reassuring as we planned our retirement goals. Recently we have received excellent service from Leah Newman, their Medicare specialist who was very patient with us as she explained our options and got us signed up for Medicare. All in all, we are very comfortable going into retirement with the service we have received from REAP. Very much recommend!
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