Fee-Only Fiduciary Financial Planning
Holistic Financial Planning
for financial independence now & in the future.
Are you currently facing one or more of the following situations?
Preparing for retirement
Handling the inheritance of a large sum of money
Buying, selling, or passing on the family business
Coping financially with the death of a spouse or a close family member
What You Can Expect...
Our personal financial advisory services in focus on creating an ongoing process that helps reduce your stress over money, funds your needs, and builds a nest egg for retirement.
We see financial planning as a process, not a product. Our services are long-term methods of wisely managing your finances so that you can plan your future. At the same time, we negotiate financial barriers that inevitably arise in every life stage.
At Rezny Wealth Management, our fiduciary money managers identify your goals and collect financial data. We determine your net worth, the value of your investments and your cash flow to recommend the ideal plan.