REI Financial

At REI Financial LLC, our mission is to provide expert financial guidance and personalized support to help our clients achieve their financial goals. As a Certified Financial Planner and a member of the Financial Planning Association, we are dedicated to delivering exceptional service and expertise to individuals, families, and businesses in the Arlington Heights, IL area.

Services

Our team of experienced financial professionals offers a wide range of services designed to meet the unique needs of each client. From investment management and wealth planning to retirement strategy and estate planning, we take a comprehensive approach to help our clients achieve financial freedom and security.

Investment Management

We take the complexity out of investing by creating personalized investment portfolios that align with our clients' financial goals and risk tolerance. Our investment management services include:

• Portfolio rebalancing
• Tax-loss harvesting
• Retirement planning
• Estate planning

Tax-Loss Harvesting

We help our clients minimize their tax liability and maximize their investment returns by selling losing investments, harvesting losses, and rebalancing their portfolios.

Retirement Planning

We guide our clients through the retirement planning process, helping them create a personalized strategy to ensure a comfortable retirement.

Estate Planning

We assist our clients in creating a comprehensive estate plan that includes wills, trusts, and powers of attorney to ensure the smooth transfer of their assets and minimize estate taxes.

Insurance Services

We offer a range of insurance products, including life insurance, disability insurance, and long-term care insurance, to help our clients protect their financial well-being and achieve their financial goals.

Financial Planning

Our financial planning services include cash flow analysis, budgeting, and financial goal-setting to help our clients take control of their finances and achieve their financial objectives.

At REI Financial LLC, we are committed to providing exceptional service, expert guidance, and personalized support to help our clients achieve their financial goals. Contact us today to learn more about our services and how we can help you achieve financial freedom and security.