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.


Download your Copy of 10 Retirement Tips

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.

Unlock Your Retirement Potential At One of Our Webinars

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.

Virtual Family Office A new form of elite wealth management

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

Keep Up With REAP Watch. Listen. Read.

How to Transform Your Retirement with Social Security Options

How to Transform Your Retirement with Social Security Optimization

As you already know, Social Security is one of the greatest assets you’ll have in your retirement. By the time you reach your retirement age, you’ve been paying into the system for years. Your Social Security benefit is your right, and at REAP Financial, we want to make sure you get the most out of your Social Security benefits. Keep reading for the best tips on Social Security options and an overview of a little-known strategy that can be extremely lucrative.


Worried that your financial strategy is missing something? Click here for your customized SOCIAL SECURITY ANALYSIS

Leave a Lasting Legacy.

Fill out the form below to schedule your one-on-one meeting with REAP Financial. During this meeting, we’ll aim to get to know who you are and what you want out of your retirement planning.

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