Retirement PlanningMy name is Sandra Kay Newman, founder and President of REAP Financial Group, LLC.
It is incorporated and registered with the State of Texas as an Investment Advisory Firm, one of a handful of professions that require a fiduciary responsibility for our clients. I am also licensed with the Texas Dept. of Insurance. REAP Financial is a long time member of the Austin Better Business Bureau. Because personal integrity, transparency, and trust are foundational in this business, I have voluntarily submitted to an extensive personal background check by the National Ethics Bureau.
For more than 22 years, I have been working in the financial services industry, helping people reach their financial goals. For the past 10 years my practice has been focused on the specific area of retirement planning. We work with a select group of families who share our values of a conservative investment approach. My clients are either already retired or planning to retire in the next few years, including my generation, the boomers, who are becoming increasingly concerned about their retirement options.
I have several professional designations and affiliations. Among them is the acclaimed Chartered Retirement Planning Counselor, and I'm so extremely proud to have been named as one of TEXAS MONTHLY 'S FIVE STAR: Best in Client Satisfaction Wealth Managers; FOUR YEARS IN A ROW!
As a Chartered Retirement Planning Counselor my job is to coach my clients through the financial decisions they face in their new adventure. After all, we're not planning to retire ... WE'RE PLANNING TO LIVE!