We would be honored to learn more about your financial situation and discover the best way to tackle your
financial crisis or meet your investment goals. With roots as an institutional fund, Financial
Management provides the same institutional caliber expertise to individuals. This means every investor gets
a disciplined investment strategy along with our unique, high-touch client service.
We help individuals and families assess their unique personal situations, plan for the long term and invest
to meet their goals. From financial planning to retirement plans through a tailored approach, we always put
our client's needs first.
Our steady counsel helps clients stay on track, even when markets are choppy
or life is unpredictable. We provide a tailored approach to investment management and financial planning
that always puts clients first.
This starts with a comprehensive assessment of every client's financial situation. We devote enough time to
understand our client's personal financial condition, long-term goals, and investment objectives before
making any recommendations. We utilize that information to craft a portfolio specifically for them. Over
time, client's portfolio may change based on personal circumstances or our forward-looking views of the
market. We offer a comprehensive set of financial planning, retirement planning, and portfolio management
services.
We don’t sell cookie-cutter portfolios. We take the time to understand your individual goals and needs and build a tailored portfolio to help you meet your objectives. And we regularly check in on anything that may have changed.
Find out moreWe take a comprehensive approach to retirement planning that will prioritize your goals and develop an all-inclusive strategy to achieve those goals.
Find out moreReefResources simplifies financial planning for single, widowed, and divorced women by offering tailored solutions that address both present needs and future goals. Our expert advisors focus on understanding your unique circumstances to craft strategies that ensure financial stability today while building wealth for tomorrow.
Find out moreWe would help you meet your longer-term goals with a tailored investment strategy that’s specifically designed for you because we believe an informed investor is a better investor and a happier client.
Find out moreEvery member of our team focuses on making our clients and their families feel comfortable when discussing financial decisions that can potentially be stressful and could have a great impact on their lives.
We take the time to understand your personal and financial circumstances as well as identify any goals you may have.
Once we have gathered your information, we will integrate your financial pieces into a comprehensive plan that maximizes your potential for meeting your life goals.
We present the plan to you and go over each of our recommendations. Your feedback is encouraged, and we can make any changes to the plan, if needed.
After making sure each piece of the plan is in place, we continue to monitor your progress. We will keep in touch with you on any significant life changes that may impact your financial plan.
Discover how we’ll clearly define your vision
Reef Resources Financial Management employs only CERTIFIED FINANCIAL PLANNER™ certificants, which means we have the experience and knowledge to effectively plan your financial future.
Reef Financial Management