Reality Financial Planning Services, LLC
Reality Financial Planning Services, LLC (RFPS), a State of Florida Registered Investment Advisor, is a fee-only financial planning firm with no minimum asset or net worth requirements. Fee-only means no commissions or third-party compensation is ever accepted. The firm is dedicated to providing individuals, families and small businesses with independent, objective advice with a fiduciary responsibility to always put the clients’ best interests first and foremost. Their focus is generally placed on:
Ø Cash management
Ø Investment selection
Ø Tax planning
Ø Retirement planning
Ø Estate planning
Because no commissions are ever received from any product or services providers, the firm is free to provide the widest array of options to meet their clients’ needs and objectives as they work to achieve their financial dreams. Quite fittingly, their motto is “Real Solutions for Real People.”
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.