REAP Financial

REAP Financial Guiding You To & Through Retirement Our Austin financial managers are here to help you feel confident in your financial future.

We help our clients address each of their five key financial concerns:

• Making smart decisions about their money
• Mitigating their taxes
• Taking care of their heirs
• Making sure their assets are not unjustly taken
• Magnifying their charitable gifts

Celebrating 1 Year of Anna Spell! 🥳🎉Time flies when you're making an impact.Anna is celebrating her first full year with...
06/16/2026

Celebrating 1 Year of Anna Spell! 🥳🎉
Time flies when you're making an impact.
Anna is celebrating her first full year with the REAP Financial family today, helping us serve our incredible community of retirees and clients.
We couldn't be more grateful for her hard work and positive energy.
Drop a comment below to wish Anna a happy work anniversary! 👇✨

It's June 15th!Time for a quick mid-month pulse check on your retirement cash flow! 🧐When you're living off your hard-ea...
06/15/2026

It's June 15th!
Time for a quick mid-month pulse check on your retirement cash flow! 🧐
When you're living off your hard-earned savings, tracking actual spending vs. your withdrawal strategy ensures your nest egg stays protected.
Swipe left for the quick check-in questions every retiree should ask themselves today. 💬

One of the best parts of retirement? Having the time to enjoy summer with the people who matter most! 🕶️You don't need t...
06/12/2026

One of the best parts of retirement? Having the time to enjoy summer with the people who matter most! 🕶️
You don't need to dip heavily into your portfolio to make incredible memories with the grandkids this season.
Swipe over for a few high-fun, low-cost summer ideas perfect for a relaxed retirement schedule.
What do you have planned for the weekend? 👇

Ready to get away? 🌴Don't let your vacation follow you home in the form of credit card debt! Here are some of our favori...
06/10/2026

Ready to get away? 🌴
Don't let your vacation follow you home in the form of credit card debt! Here are some of our favorite Smart Vacation Spending Tips that let you live it up without draining your accounts. 🍹
Which tip are you using on your next trip? 👇

Time for a Wallet Wellness Habit! ⚡Today, we challenge you to take 5 minutes and check your savings buffer. With summer ...
06/08/2026

Time for a Wallet Wellness Habit! ⚡
Today, we challenge you to take 5 minutes and check your savings buffer. With summer travel and activities popping up, having a solid emergency fund (3-6 months of expenses) ensures an unexpected cost won't ruin your summer vibe.
Drop a 🙌 if you're committing to checking yours today!

Today is National Higher Education Day! 🎓Investing in education, whether it's saving for your children/grandchildren's f...
06/06/2026

Today is National Higher Education Day! 🎓
Investing in education, whether it's saving for your children/grandchildren's future with a 529 plan or investing in your own personal growth, is one of the most powerful wealth-building tools available. Swipe left for a few ways to start prioritizing education in your financial plan! 💡

Don't let summer fun derail your financial goals! ☀️🕶️A quick Summer Spending Tune-Up is all it takes to enjoy your vaca...
06/05/2026

Don't let summer fun derail your financial goals! ☀️🕶️
A quick Summer Spending Tune-Up is all it takes to enjoy your vacation guilt-free. See how you can adjust your budget for seasonal fun while keeping your long-term savings on autopilot. What's your top summer destination this year? 🗺️

Happy 2-Year Work Anniversary to Ashley Jefferson! 🥳Your dedication, hard work, and commitment to supporting our clients...
06/03/2026

Happy 2-Year Work Anniversary to Ashley Jefferson! 🥳
Your dedication, hard work, and commitment to supporting our clients make such a difference at REAP Financial every day. Thank you for an amazing two years, Ashley! Leave some love for her in the comments! 👇✨

Hello, June!We are kicking off Summer Wallet Wellness Month here at REAP Financial! ☀️Over the next 30 days, we’re divin...
06/03/2026

Hello, June!
We are kicking off Summer Wallet Wellness Month here at REAP Financial! ☀️
Over the next 30 days, we’re diving into mid-year check-ins, summer spending plans, and finding that perfect balance between enjoying the sunshine and staying on track with your wealth goals. Stay tuned for tips all month long! What’s your big summer goal? 👇

Today, the team at REAP Financial pauses to honor and remember the brave men and women who made the ultimate sacrifice f...
05/25/2026

Today, the team at REAP Financial pauses to honor and remember the brave men and women who made the ultimate sacrifice for our country. Their courage and selflessness are the foundation of the freedoms we enjoy every single day.
We are forever grateful. Wishing everyone a safe and meaningful Memorial Day. 🇺🇸✨

Address

9414 Anderson Mill, Suite 100
Austin, TX
78729

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15122497300

Website

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