|
|
 In today’s financial climate it is more clear than ever that whether you have substantial savings, wealth and retirement or just starting out, everyone must plan their financial future. Our philosophy is that everyone should have a comprehensive Personal Financial Plan. We invite you to join our team as you start your financial journey so we can help you move toward your ultimate personal goals.
|
|
|
RETIREMENT PLANS |
|
LIFE & DISABILITY INSURANCE |
|
|
EDUCATION PLANNING |
|
LONG-TERM CARE PLANNING |
|
|
FINANCIAL PLANNING |
|
TRUSTEE SERVICES |
 |
ESTATE PLANNING |
|
BUSINESS BUY-SELL |
|
|
ELDERCARE SERVICES |
|
PORTFOLIO MANAGEMENT |
.jpg) WHY FEE ONLY? Our advisors hold all the same credentials and qualifications as any other financial advisor. The only difference is that we choose to eliminate all commissions for stocks, bonds, mutual funds, etc. and instead charge a fee for our services just like any lawyer or accountant. This allows us to independently and objectively advice you on all financial products on the market and not just the products that pay more commissions. We do collect commissions on insurance products.
Email us to setup a free consultation!
kelly@reinhart-cpa.com
|
|
|
|
News & Alerts
|
JANUARY 31 / 2012 - Forms 1099-DIV, 1099-INT and 1099-B due from brokers to clients for filing their 2011 tax return.
OCTOBER / 2011 - Kelly Reinhart and Adam McNeill partner to form Reinhart Financial Services, LLC.
|
|
|
|
|
Financials Guides
|
|
|
|
|
|
Meet Our Advisors |
|
|
  |
|
|
Kelly Reinhart, CPA |
Adam McNeill |
|
