PREGUNTAS Y RESPUESTAS FRECUENTES
¿Tiene preguntas? Tenemos las respuestas. Sabemos que planificar su futuro financiero puede generar muchas preguntas. Para ayudarle, hemos recopilado respuestas a algunas de las preguntas más frecuentes que nuestros clientes nos hacen sobre cómo trabajar con ReyMar Wealth Management. Desde cómo cobramos nuestras comisiones hasta cómo protegemos su información, esta sección está diseñada para brindarle claridad y confianza.
1. What services does ReyMar Wealth Management provide?
We offer comprehensive financial planning, including investment management, retirement planning, insurance needs analysis, tax-efficient strategies, and legacy planning. Our goal is to align your financial plan with your personal values and long-term goals.
2. How do you charge for your services?
Fees are transparent and based on the services provided. In most cases, we charge a percentage of assets under management, while some planning services may be billed at a flat or hourly rate. During your consultation, we’ll review costs so there are no surprises.
3. Do you only work with clients in Texas?
No. While we proudly serve the Greater Houston and Montgomery County area, we also work with clients nationwide. Meetings can be held in person, virtually, or over the phone, depending on your preference.
4. What is your investment philosophy?
We focus on building diversified, risk-appropriate portfolios tailored to each client’s goals. Our approach emphasizes long-term growth, risk management, and tax efficiency - with the goal of providing clarity and confidence in your financial future.
5. How often will I meet with you?
We recommend reviewing your plan at least annually, but many clients prefer quarterly check-ins. We’re also available anytime you experience a life change - retirement, new home, career move, or other major milestones.
6. What documents should I bring to our first meeting?
It helps to bring recent account statements, tax returns, insurance policies, and estate planning documents (wills, trusts, etc.). If you don’t have everything ready, don’t worry - we’ll guide you step by step.
7. What makes ReyMar Wealth different?
Personalized attention. With over 30 years of industry experience, Tony Reyna takes time to understand your unique situation, values, and goals. We believe in building long-term partnerships, not one-size-fits-all solutions.
8. How do I get started?
It’s easy. Schedule a consultation through our contact page or call us directly. The first meeting is simply a conversation to learn about your needs and see if we’re a good fit.
9. How do you handle taxes and estate planning in your advice?
While we don’t prepare tax returns or draft legal documents, we do work closely with your CPA and estate attorney to ensure your investment and financial strategies align with your broader plan. Our focus is on tax efficiency and legacy protection as part of your overall wealth management.
10. Is my information kept confidential?
Absolutely. Protecting your privacy is a top priority. All personal and financial information is handled with strict confidentiality and in compliance with industry regulations. Your trust is the foundation of our relationship.