Leave a Lasting Legacy

At REAP Financial, we have a deep-seated commitment to you and those you care about most. Our experts work together to address every aspect of your financial world from retirement services and investments to estate planning, wealth management, tax mitigation and much more.

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In today’s economy, retirement income and investment planning has been turned upside down. Download your copy to learn how to help overcome the unique retirement challenges you are faced with today.

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We understand the questions that frequently arise when it comes to retirement and investments. That's why we've curated our webinar topics based on the most common inquiries our trusted fiduciary financial advisers handle every day.

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REAP Financial

Serving all of your financial needs through retirement and beyond.

Our Austin financial advisers serve a distinct clientele of affluent families and successful entrepreneurs with complex needs for the future who want to leave lasting legacies.

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Our team works to design your wealth to support the quality of life you desire …

For the people you love
For the causes you care about
For your ability to impact this world

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Asset Location Drives After Tax Investment Returns

Asset Location Drives After Tax Investment Returns

Planning for a successful retirement involves more than just saving a significant amount of money; it also requires strategic allocation of assets to minimize tax liabilities and maximize returns. In this video, Chris Heerlein, CEO of REAP Financial and host of Retire Ready TV, shares insights on how successful retirees and investors position their wealth to reduce taxes and optimize their investment returns.

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