Our Process
We Are Often Asked What Makes Reffsin Financial Unique?

We think it has 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.
- How we are compensated
- A flat fee for the initial financial plan
- Once engaged, we work on a blended fee schedule based on assets under management.
- A flat fee for the initial financial plan