Experience the Difference

Rezny Wealth Management is NOT Wall Street, there is a Difference!
 
 
Most So-called advisors, financial planners, insurance agents and stock brokers are truly marketing representatives who are being paid by the products they are required to sell.
 
Wall Street is Not your Friend, neither is that so-called advisor who has conflicts of interest that work against you, your goals and your money...
 
Often, they are cashing in on high expense and inferior investment products that offer the selling agent high commissions meaning your needs are being sent to the back of the line.
 
At the end of the day, that’s not objective financial advice, that’s not objective investment management; it’s sales…plain and simple.  Unfortunately, many investors fall prey to these bad investment practices.
 
 
Rezny Wealth Management is NOT Wall Street, there is a Difference!
 
Our goal as your consumer advocate is to shed light on the financial marketplace rather than hiding behind industry jargon to complicate matters and obscure mediocre advice. We don’t sell investments or work for a commission.  We work for you! 
 
Our advice is objective, unbiased, and based on your needs, not the selection of investments we are allowed to offer. This is because we are not tied to a mutual fund company, a bank or the limited proprietary products of one brokerage house or insurance firm.  We work for you!
 

Do You Have Any of These Issues and Concerns?

Your investments and retirement...
  • Do you have an investment plan and follow an investment strategy?
  • Do you have time to watch the economy and investment markets?
  • Do you give much thought to asset allocation and when to reallocate your portfolio?
  • Do you review your portfolio holding regularly in detail, minimum weekly?
  • Do you know if you are ahead or behind in reaching your goals?
  • Does your current advisor avoid all conflict of interest such as sales commissions?
  • Does your current advisor return your calls/emails promptly?
  • Does your current advisor provide the investment management service you need?

 

Why Choose a Fee-Only SEC Registered Investment Advisor?

Choosing a financial advisor is not a simple task. Carefully consider how your advisor is compensated. Working with a Fee-Only Advisor, you can enjoy the peace of mind that comes from knowing that your advisor has your best interests at heart.
 
Whereas so-called advisors/salespeople may primarily pursue their own interests, this would include most brokers and so-called advisors.
  
 
A Fiduciary has a Legal Obligation to always work in the Client's Best Interest
 
Unfortunately, the vast majority of those who represent themselves as "advisors" are in reality brokers (financial product salespeople) whose behavior are not regulated through a fiduciary relationship with their clients. Instead, they have a principal-agent relationship with a product provider and a salesperson-customer relationship with a consumer. In this arrangement, a broker must act in the best interest of the product provider, not the best interest of their customers. 
 
Rezny Wealth Management is 100% Fee-Only. This means we sell no products and receive no commissions or compensation from third parties, eliminating conflicts of interest. We provide objective advice, and we work solely for you!
 

Why Rezny Wealth Management? 

The answer is we act in a fiduciary capacity in the best interests of our clients, and as such, we are able to focus on the investment goals of our clients. We believe our clients deserve to earn the appropriate return for the risk they have assumed. We believe our client portfolios should be as low-cost and where applicable, as tax-efficient as possible.
 
We are dedicated to a high level of client-focused service; your satisfaction is paramount.
There is nothing quite as soothing as knowing that your family and finances are in good hands with a company you can trust. We invite you to rely on us to make the right decisions for you. Making sure you spend as much time with your loved ones as you would like—and none fretting over your investments is one of our top priorities. 
 
At Rezny Wealth Management, we recognize that making money and protecting your assets in today’s stock market requires a different approach. That is why we implement a strict investment discipline that provides an exit strategy when markets turn south. Keeping an eye on the markets and developing trends is what we do all day, every day, for our clients.
 
We work closely with you to assess your financial goals and discuss how we can help you reach those goals.
We implement a disciplined investment strategy and monitor your investments daily.
 
We provide detailed monthly account statements from the custodian and detailed quarterly performance reporting and year-end reporting for tax filing. 
 
Our clients walk away from our investment strategy sessions more educated, confident and at ease about their financial health today and tomorrow.
NAPFA, Seeking Alpha, Paladin, CFP Certified