We are not adding new clients; however, we continue to serve current clients--widows and others, several whom we've helped since 1996.
We specialize in financial guidance for widows in transition. Many current clients are also clergy members. Our focus continues to be on helping our clients to enjoy a better life . . . richer in all respects.
At Rehl Financial Advisors (RFA), we don't sell products or receive commissions. We are fee-only advisors as we work only for our clients--not for a brokerage firm or insurance company. Instead, they pay a fee for objective advice about how to achieve their financial goals and manage their life transitions.
Our clients enjoy a professional partnership where they understand their finances, get answers to their money questions and feel empowered to take appropriate actions. They feel like they are in a safe place to make decisions about their money flow, investments, estate planning, retirement issues, insurance, tax planning, charitable giving, life planning and much more.
Kathleen is a teacher at heart, and she continues in this tradition at RFA. (Her prior experience years ago as a tenured university professor and later work as a VP of charitable gift planning were great training fields.)
She is a member of the Alliance of Cambridge Advisors, a national group of fee-only financial advisors providing comprehensive planning. She is also a member of the National Association of Personal Financial Advisors, the fee-only planners' association. If you are looking for a financial advisor who practices in a similar manner to Rehl Financial Advisors, you may want to visit this website: http://www.acaplanners.org.
