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About R.E.A.P., Llc |
The REAP Companies (Retirement & Estate Advisors & Professionals, LLC)
We at REAP, LLC. are proud to have helped many families and individuals over the years. Our
firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges.
REAP is a professional firm designed to assist families in protecting their assets and
maintaining their standard of living. The following is a partial list of services we provide:
Asset Protection and Preservation
Estate Tax Limitation or Reduction
Wealth and Estate Transfer Planning
Individual and Family Trust Planning
Planning for Disability or Incompetence
Capital Gains Tax Reduction
Reduction of Taxes on Social Security Benefits
Income Tax Reduction and Increasing Spendable Income
Seminars Specializing in Estate, Income, Financial & Tax
Advisory Issues
Many families can better organize their estate, income, financial and tax affairs when they
know about the many solutions that are available beyond what they are told by their
stockbrokers, accountants and attorneys. |
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General Information |
| Years of Experience in Financial Services: |
28
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| Work Experience: |
Full service estate planning, income modeling, and independent wealth advisory, and tax planning work.
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| States Licensed in: |
Florida, Georgia, California, & Illinois
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| Name of Custodial Firm: |
TDAmeritrade, Schwab
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| Number of Years with Current Firm: |
15
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| Insurance License#: |
K070691
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| Work with the following types of clients: |
Investment Clubs, Businesses, Individual Investors
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| Name of Broker/Dealer: |
REAP in Wealth Management, LLC
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| States Willing to do Business in: |
Any!
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
MSFS, CEP®, CFF, CEA, RMA
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| Securities Licenses: |
Series 65
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| Insurance and Annuity Licenses: |
Long Term Care, Life, Annuity
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| Financial Organization Memberships: |
Society of Financial Services Professionals, MSFS
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| Non-Financial Organization Memberships: |
Certified Estate Planning network
Certified Financial Fiduciary designation
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Firm Information |
| Assets Managed by Firm: |
28+MM
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| Assets Managed by Advisor: |
Same
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| Advisor's Number of Clients: |
400
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| Firm's Number of Clients: |
400
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| Advisor's Number of Planning Clients: |
350
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| Advisor's Number of Managed Clients: |
150
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| Firm's Number of Planning Clients: |
400
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| Firm's Number of Managed Clients: |
250
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Fee % Based on Assets: |
1%
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| Minimum Portfolio Size for New Managed Accounts: |
$25,000
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