Why Reason Financial
Pursuing inspired outcomes by providing the advice necessary to make meaningful life decisions
As financial and tax professionals, we have an innate sense of goodness. We hold this virtue collectively as a team and as stewards of your finances. It’s a personal commitment we make and the pursuit is filled with curiosity, learning, creativity, and life-long friendships. This gives us purpose in who we are.
Being Tax Smart Makes A Difference
Tax smart financial planning is at our core. It is a unique to us and 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.
Tax Smart = Taxes you paid – Taxes you could have paid
Tax smart is the result of effective tax optimization, tax-efficient investment planning, and clarity 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 work 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. Click each core value to learn more.
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.
Being different by being the best that we can be
Learning from all experiences and opportunities to make ourselves and each other better.
We possess good judgment initiative and decision making skills – able to anticipate problems, determine appropriate solutions, and act accordingly
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.
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.
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.
- Sign paperwork electronically
- Streamlined, expedient processing
- Digital document management
- Tools to help increase financial literacy
- Objective, thoughtful research
- Ongoing insight on market movements
- Digital check deposit
- Systematic and on-demandcontribution/distribution capabilities
- Relevent, timely and accurate account information
- Device-agnostic, dynamicuser experience
- Financial wellness applications
- Complete view of all assets
- Analysis of current and future financial situation
- Broad reporting capabilities
- Expansive asset manager lineup
- Extensive due diligence and research
- Ongoing, hands-on financial planning
- On-demand and quarterlyperformance reporting
- Efficient, timely and in-depthperformance information`