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Our Process

We Are Often Asked What We Believe Makes Reffsin Financial Unique?

Now is the time to evaluate threats to your financial well-being and put safeguards in place to ensure unexpected life events don’t blindside you.
 

"It has been a great pleasure to work with Shari and her team. I unexpectedly had an extremely serious illness that left me partially disabled. Shari and her team had me covered, allowing me to be well cared for.
They always pay attention to my needs and desires. I’ve always felt she has been with me on my journey. Thank you for such exceptional service

The statement was provided 12/8/22 by J. Carol who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

 

 

Process - blue

We think it has a lot to do with:

  • The trust we have built from over 25 years experience
     
  • Making sure your priorities and goals are fully understood
     
  • Listening with empathy, and curiosity
     
  • Taking a holistic approach to financial planning
     
  • Believing in full transparency.