Ripple Effect Investment Strategies, LLC (REIS) provides financial planning services to individuals. REIS works with clients to create financial plans based on their personal needs and objectives, considering income, investments, taxes, insurance, and estate planning. REIS also offers educational seminars on topics such as Social Security planning, life insurance, investment options, retirement goals, and tax preparation. REIS does not manage investments.
Fee Structure
REIS offers financial planning services with fees ranging from $997 to $7,500 or more, depending on the complexity and client's needs. Clients can choose an annual review plan or a set period of time to complete a specific plan. Fees may be negotiated, and payment schedules can be arranged. If a plan is canceled, the client will be billed only for the time and processes already completed and reimbursed for any unused funds.