Certified Financial Fiduciary, Safe Money Advocate, Independent AFLAC Benefits Advisor at RMI Financial Services Network
Irvine, California
Reggie Mares CA# 0H42953, Certified Financial Fiduciary, Safe Money Advocate, Independent AFLAC Benefits Advisor, is a licensed independent financial professional at RMI Financial Services Network in Irvine, California with 13+ years of experience. Specializing in Annuities, Retirement Income Planning, Tax Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 949-280-0820
Email: [email protected]
Website: https://taxfreewise.com
Licensed Independent Financial Professional · 13+ Years Experience · SafeMoney Certified™
For over 13 years, Reggie Mares and the RMI Financial Services Network have been committed to demystifying the financial concepts that often leave individuals feeling uncertain or overwhelmed. Their guiding principle is: keep it simple. As an independent broker and Certified Financial Fiduciary, Reggie puts clients first—always.
Reggie begins by taking the time to understand each client's full financial picture through a detailed fact-finding process. This allows her to uncover needs, identify challenges, and pinpoint any gaps that could affect long-term financial well-being. If RMI's expertise is a good fit, Reggie offers tailored, research-backed solutions—all provided at no cost to the client.
Known for her client-first philosophy, Reggie believes that financial guidance should be clear, transparent, and always in the client's best interest. Through personalized service and a commitment to integrity, she continues to help clients navigate the path to financial clarity and confidence.
Contact Reggie today to discuss your retirement planning needs in Irvine, California.
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Reggie Mares CA# 0H42953 at RMI Financial Services Network offers Annuities, Retirement Income Planning, Tax Planning in Irvine, California. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Reggie Mares CA# 0H42953 is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.