When you’re choosing a Wealth Manager, you need to be sure they’ll listen to your requirements and support you in achieving your objectives. With Research Financial Strategies, you can be confident that together, we will develop a relationship on your terms.
– Jack Reutemann, CEO & Founder
Your Peace Of Mind Is Our Priority
Our conflict-free business model means that our advisors’ interests are aligned with yours. They have no commissioned products to push and are in a position to offer truly objective advice. We have gleaned valuable insights and best practices over the past 25 years that we can apply to your wealth planning and investment challenges.
Your Research Financial Strategies personal Financial Advisor will help you figure out how to pay for life’s great adventures!
In our experience, we’ve found that the most successful solutions begin by asking the right questions
We gain a broader perspective of your goals and the future you wish to create
Personal Investments
The process of managing your money can be complex and, at times, overwhelming. The relationship with your financial advisors shouldn’t be. Our goals are to keep things simple, continually keep you informed and ahead of the curve, and inspire confidence in the path you travel. Learn More
Retirement
At Research Financial Strategies, we focus on helping retirees and those preparing for retirement to maximize their finances throughout their semi-retired and non-working years. Learn More
College Saving & Trusts
If you have children, chances are you’ve given at least some thought to saving for college. In fact, pretty much every new parent we talk to has it near the top of their list of financial priorities. Learn More
Need A Consultant?
Our focus is on your life and priorities. Not just your portfolio. That’s why we start by listening and learning about you. Each individual client has different needs and concerns that need to be addressed. And because we carefully listening to those concerns, we will gain important information that will help us to best serve our clients and help protect their financial futures.
Recent News
Special Edition – Year End Tax Matters
Making a List and Checking It TwiceAs one of the strangest years ever thankfully draws to a close, it behooves us to take stock and see our situation as it now stands. A host of questions inevitably arise, the type that beg for our honest and, we hope,...
DOW 30K: Yellin’ for Yellen
The market likes President-Elect Joe Biden’s selection of Janet Yellen to serve as Treasury Secretary. Many Wall Streeters feared that Biden would appoint Elizabeth Warren, while many progressives feared he would appoint someone too friendly to big banks...
Thanksgiving
When we were young, Thanksgiving was simple. It was a day off from school, or from work. A day for watching football, or for eating as much turkey and pie as we could manage. As we’ve gotten older, though, our relationship with Thanksgiving has changed. It’s not just...
