We specialize in working with Retirees and Pre-Retirees (less than 10 years to Retirement).
We provide customized:
- Wealth Management
- Retirement Planning
- Strategies designed for increasing your retirement income
- Strategies designed for growing your net worth
- Exceptional client communication and service
Your interests always come First at our firm
First and Foremost, your financial interests always come first at Rezny Wealth Management!
- We are Fiduciaries and Money Managers, not sales people. That means we are required to always work in your best interest and manage your wealth, unlike Wall Street firms, Banks and Annuity sales people.
- We handle every client individually, you are not ‘just a number’ at our firm, you are special and treated that way.
- We manage your wealth, we don’t sell investments.
- We eliminate conflicts of interest, we work for you.
- We are fee-only – no side deals, no commissions, just low cost, high value money management.
- We focus on you and your needs and goals.
We provide conflict-free Adaptive & Active money management.
"Unfortunately, most investors don't realize Wall Street firms, Banks and Annuity sales people are not fee-only fiduciaries and selling expensive inferior investments with little regard for your best interest or financial well-being is reality with these non-fiduciary firms."
We help you maximize and grow your portfolio while providing you the retirement income you need.
Our experience helps You succeed
Our team works for you, so your Goal of a successful long term retirement has the best possible chance of success. For the last 30 years Brian Rezny, CFP and his team has helped thousands of investors nationwide through our investment management, Radio and TV shows.
Your single biggest risk as an investor...
Is to falsely believe all firms work in a Fiduciary Standard and actually manage your money.
If you do not truly understand the difference between Fee-Only/Fiduciary vs. Suitability/Sales, download our free report "Your Biggest Risk" report.
Working with portfolios $500,000 and larger.