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.”

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Advisors at this Office

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This Office

3947 Clark Rd Sarasota, FL 34233-2364 Phone: (941) 366-5700 Fax: (888) 839-5390

Primary Office

3947 Clark Rd Sarasota, FL 34233-2364 Phone: (941) 366-5700 Fax: (888) 839-5390