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Access TD Ameritrade Site. 8 Complex Tax Strategies For Low-Basis Investors. Are you holding securities whose price has appreciated a lot since you bought them? The problem, of course, is that…. Seeking Financial Aid: Don't Fear The FAFSA. Saving money to pay for college is a daunting proposition even if you're reasonably well off financially. With tuition increases…. Combine Investment And Tax Benefits In 529 Plans. With college costs continuing to soar, what's a cash-strapped parent to do? Steer Clear ...

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Access TD Ameritrade Site. 8 Complex Tax Strategies For Low-Basis Investors. Are you holding securities whose price has appreciated a lot since you bought them? The problem, of course, is that…. Seeking Financial Aid: Don't Fear The FAFSA. Saving money to pay for college is a daunting proposition even if you're reasonably well off financially. With tuition increases…. Combine Investment And Tax Benefits In 529 Plans. With college costs continuing to soar, what's a cash-strapped parent to do? Steer Clear ...

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2 who we are

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4 our services

5 planning process

6 investment strategy

7 fee schedule

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Home - Review Services Inc. | reviewservicesinc.com Reviews

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Access TD Ameritrade Site. 8 Complex Tax Strategies For Low-Basis Investors. Are you holding securities whose price has appreciated a lot since you bought them? The problem, of course, is that…. Seeking Financial Aid: Don't Fear The FAFSA. Saving money to pay for college is a daunting proposition even if you're reasonably well off financially. With tuition increases…. Combine Investment And Tax Benefits In 529 Plans. With college costs continuing to soar, what's a cash-strapped parent to do? Steer Clear ...

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reviewservicesinc.com

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Who We Are - Review Services Inc.

http://www.reviewservicesinc.com/who-we-are

Access TD Ameritrade Site. Review Services Inc. (RSI) is a fee-only financial planning and investment management firm founded in 1987. The firm partners, Patricia A. Kiefer, CFP and Tim A. Konicke, CFP , bring over 40 years of combined experience in comprehensive financial planning and investment management services to their clients. Explaining the difference. We encourage you to share this video with your family and friends. Patricia A. Kiefer, CFP. Pat values getting to know our clients and their uniqu...

2

Investment Strategy - Review Services Inc.

http://www.reviewservicesinc.com/our-services/investment-strategy

Access TD Ameritrade Site. Improving the Quality of Your Life. We believe that a comprehensive well-diversified approach is the best way to accumulate wealth and achieve your goals. We believe that timing the market cannot be done successfully over the long term. In all of our research and over 40 years in the financial profession, we have never found any proof. That this can be accomplished. Needs Based Investment Portfolios. Every client has a written Investment Policy Statement (IPS). Review Services,...

3

Planning Process - Review Services Inc.

http://www.reviewservicesinc.com/our-services/planning-process

Access TD Ameritrade Site. Financial Planning and Wealth Management Process. Review Services, Inc. (RSI) helps our clients visualize, define, and achieve their most important personal and financial goals. Our purpose lies in helping you align your financial choices with your higher values. To this end, RSI specializes in creating and implementing a comprehensive personalized financial and wealth management plan for each client. Income and Tax Planning. For each client engagement, RSI provides a comprehen...

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Market Data Bank

http://www.reviewservicesinc.com/featured-news/market-data-bank

Access TD Ameritrade Site. Click image to enlarge. STOCKS VOLATILE, ECONOMY STRONG. The S&P 500 index gained just 4% over the 12 months ended June 30, 2016. A collapse in profits hit energy and mining companies hard, and hurt earnings of the S&P 500. A 4% return is less than half the average annual return of about 10% on U.S. large-companies' equities since 1926. Click image to enlarge. Click image to enlarge. Click image to enlarge. INDEXES TRACKING ASSET CLASSES. Click image to enlarge. Leading economi...

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Helpful Links/Tools - Review Services Inc.

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Access TD Ameritrade Site. Review Services, Inc. - 13255 West Bluemound Road, Suite 205, Brookfield, WI 53005. Phone: 262-784-9690 - Fax: 262-784-3751. Email: info@reviewservicesinc.com. Disclosure and Privacy Notice.

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Home - Review Services Inc.

Access TD Ameritrade Site. 8 Complex Tax Strategies For Low-Basis Investors. Are you holding securities whose price has appreciated a lot since you bought them? The problem, of course, is that…. Seeking Financial Aid: Don't Fear The FAFSA. Saving money to pay for college is a daunting proposition even if you're reasonably well off financially. With tuition increases…. Combine Investment And Tax Benefits In 529 Plans. With college costs continuing to soar, what's a cash-strapped parent to do? Steer Clear ...

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