Joel Reimer (CFP®)
Joel Reimer focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Sound Stewardship, LLC provides comprehensive financial planning and investment advisory services to individuals, families and small business owners. We can help you increase your cash flow, reduce your taxes, allocate your investment portfolios, save for the future and identify effective ways to transfer your estate or business. We have a special emphasis on charitable gift planning and special needs planning that allows clients to make a meaningful impact on their family and community.
NAPFA Start Date
February 03, 2017
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.