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Businiess name:
Reyes Financial Architecture
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Review by:
David R.
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Review content:
Reyes Financial Architecture is a positive influence in the lives of our clients by optimizing their assets and empowering their true wealth. Our unique strategies and referable service instill confidence and clarity in our clients' future.
Investment Philosophy
At Reyes Financial Architecture (RFA), we believe it is more important that values are understood before assets are valued. We focus first on protecting then on growing our clients' assets through absolute return investment strategies aimed at succeeding in both up and down markets. Absolute returns are not determined by movements in the market or in a particular industry. The direction of the market indices has little or no influence on the returns of an investment strategy that seeks absolute returns. Generally, absolute return strategies refer to investments that attempt to provide ongoing positive returns regardless of the performance of the stock market. These strategies are typically more conservative and seek modest, consistent growth which is why RFA follows this investment philosophy.
Planning Philosophy
At Reyes Financial Architecture (RFA), our belief is that we can best serve our clients with a collaborative approach to financial planning. Using professionals across multiple disciplines, including financial, tax, legal and real estate, RFA develops, enhances and perpetuates our clients' wealth in the most efficient and effective manner possible. With the creation of an wealth protection strategy, each client has a personalized review of their current situation, their outlook based on the current situation, recommended changes and the potential enhanced results of those changes. Our planning philosophy is simple: Have no agenda other than that of our clients
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