Taxes Make A Difference

Tax-centric financial planning is at our core. It is unique in our industry and is woven into every fiber of our collective being. The intersection of tax and financial planning becomes clearer every year with the addition of new tax laws, new ways to save for retirement, and stiff penalties when things are not done correctly. We call this “Tax-Alpha”

Tax Alpha = Taxes you paid – Taxes you could have paid

Tax alpha is the result of effective tax optimization, tax efficient investment planning and peace of mind through tax compliance.

Our Vision and Values Give us Purpose

For our clients, we serve to guide you through the complexities of life. Your path to success requires the ongoing exploration of choices among the alternatives for you and your loved ones. We commit ourselves to working alongside you to inspire rational, informed and well-reasoned decisions. The result is a path that defines your success and the joy, significance, and meaning of your life. This gives us purpose on what we do.

As such, we commit ourselves to a meaningful and the following core values:

Excellence

Being different by being the best that we can be.

Continued Growth

Learning from all experiences and opportunities to make ourselves and each other better.

Continued Honesty

We are transparent, direct and kind in our interactions with each other and our clients. Understanding is only possible when we speak honestly about what we are experiencing and feeling. 

Health

We give back to ourselves. Ensuring the quality of our own health and well-being is the foundation for thriving in our lives and work.

Intrapreneur

We celebrate initiative and being alert to opportunities to create something new that advances our service to each other and our clients. Home run or a miss, we have each other’s back. 

Community

Giving back to those around us

We Embrace Practical, Client-Friendly Technology

Financial technology, known as “fintech”, has emerged to enhance the capabilities and delivery of financial advice. We find it to be one of the most exciting areas of innovations and provide best in class fintech solutions for our clients. By embracing technology, we are adept at providing the following capabilities.

We take sophisticated strategies & make them better with personalized guidance.

Portolio Review

Reason Financial is a Registered Investment Advisor partnered with 1st Global Capital Corp and Fidelity. These relationships allow for the implementation of investment and tax strategies, performance reporting, and management of your investments.

Portolio Review

Financial Reporting

Financial Reporting is mission control for everything with a dollar sign. It is a technology solution that provides clients a central repository, updated daily, with the value of what they own and what they owe, the allocation of their investment portfolios, and the summary of their cash flow.

Financial Reporting

Quarterly in Focus

Provide ongoing engagement and continuing education.

Quarterly in Focus

Active Tax Planning

Active Tax Planning is a way of structuring your finances to minimize tax exposure and preserve wealth.

Active Tax Planning

Planning Intelligence

Annual consultation and Quarterly check-ins to sort through the complexities of the financial marketplace and perform detailed analysis unique to your circumstances.

Planning Intelligence

Risk Monitoring

Risk Monitoring includes the ability to assess your risk on a continuous basis as opposed to a single moment in time.

Risk Monitoring

Our Technology

Reason Financial provides a high level of client care by building long term relationships based on trust.

Our team approach in working with our clients allows us to deliver an experience indicative to our firm. This helps to ensure what we do, we do right.