Financial Representative

Nikolaus Reuper

My passion and giftedness come together in serving others. I want to help people make the most of the resources they have been entrusted with.

I have worked in the financial services industry for almost 20 years, and continue to pursue industry accreditation. My goal is for you to feel confident and at peace with your financial decisions – knowing that you have someone on your team who is committed to helping you build a solid financial plan by helping you find the best possible strategies and products at the lowest cost.

Together, we will make steady progress toward fulfilling your goals while eliminating debt, minimizing tax benefits, building an adequate reserve fund, prudently managing risk, preparing for retirement, and finally, planning to leave a lasting legacy. It’s all about being wise with money and living generously in the process.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within you plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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