AnnuitiesRetirement Income PlanningTax PlanningLife Insurance
About Reggie Mares CA# 0H42953 — Irvine, California
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.
Detailed Fact-Finding Process
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.
Client-First Philosophy
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 cli...
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Frequently Asked Questions About Financial Advisors in Irvine, California
Why work with an independent financial advisor?
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.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
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.