A family practice dedicated to building, managing, protecting, and transitioning our clients' wealth over generations.
Today's investment climate offers a variety of investment opportunities. At Rey Financial Group, our family's mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for achieving those goals
- Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of wealth, from investment and retirement planning to risk management through asset protection strategies and insurance, access to lending services through Wells Fargo affiliates, and estate, trust, and fiduciary planning. We help our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. Before we get started, the first step is listening to you, our client. It is the heart and soul of our practice. Like you, each of our clients and their families have unique goals and needs, which we want to fully understand before going to work, studying and testing scenarios until we develop a sound plan. We will explain that plan to you in plain English, without any technical jargon. Once we are in agreement, the Rey Financial Group will implement it in an independent, objective, and unbiased manner, always keeping costs and expenses for you at a minimum. We will continue to monitor your wealth, making adjustments and alterations based on changes in the markets, tax law and regulations, and most importantly, changes in your and your families' lives. To learn more about each of our backgrounds, and our passion for professional development and regular advanced training, please click on the above links.
Rey Financial Group is committed to helping you pursue your long-term financial goals. With our experience in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
Will I be able to retire early?
How much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I position my investments for higher potential returns while reducing risk?
How can I "inflation-proof" my investment income?
Do I need disability income insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?
As an extension of our services, you'll find valuable educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy on our site. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing. For help with your financial management, or for more information on Rey Financial Group, please contact us today.
"Listening to our clients is the heart and soul of our practice."
*Wells Fargo Advisors Financial Network does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
***Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network.