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
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
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.
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > November 29, 2021Our Mission Is To Create And Preserve Client Wealth COVID-19 strikes again.Coronavirus cases have been on the rise in...
Treasury Note is simply the yield at the close of the day on each of the historical time periods. Sources: Yahoo! Finance, MarketWatch, djindexes.com, London Bullion Market Association.Past performance is no guarantee of future results. Indices are...
How Are Your Investments Doing Lately? Receive A Free, No-Obligation 2nd Opinion On Your Investment Portfolio > November 1, 2021Our Mission Is To Create And Preserve Client Wealth The road to recovery is slow and bumpy.Last week, we learned that...