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Our Process

We Are Often Asked What Makes Reffsin Financial Unique?

 

Process - blue

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.

“Many financial advisors are too focused on their compensation which often results in fees as priority one and investments benefitting the client as priority two. Working with Reffsin Financial is like working with a friend. Who else can you find that treats your money like it is their own”.
The statement was provided 04/26/23 by Brian Lurie 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.