Independent advice gives you more than you may think.
A good number of financial planners who insinuate they are independent — are not. True independence means they should be free from commissions, free to suggest any type of financial product, and not be tied to an organization that promotes their own financial products over others.
You may be surprised to learn:
The CERTIFIED FINANCIAL PLANNER® designation is the highest standard for financial planners. A Certified Financial Planner® has, at a minimum:
Our collaborative team offers the depth and breadth you need to navigate life's decisions. For many of our clients, we operate as their personal CFO, simplifying their lives by providing clarity and answers to the myriad of financial decisions they face every day.
Efficient financial planning requires a close look at more than just account values and years to retirement. Our team assesses your insurance coverage, cash flow, investment strategy, real estate portfolio, and more. We review each area within the context of your current situation and long-term goals.
As an independent firm, we do not have a vested interest in specific products or services that can bias our judgment or recommendations. We are completely neutral in our analysis of your situation.
We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well. Ben Reale & Associates prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
Most financial advisors offer clients tools to help manage their future. But few offer both proprietary tools AND personal coaching to help you use them. We help you understand how to use the tools effectively and efficiently to meet your specific needs.