What's your plan for Retirement?
What's your plan for Retirement?
Our Services
Wealth Management, IRA/Roth, 401K, 403B
Wealth Management, IRA/Roth, 401K, 403B
Services for Individuals
Individual Accounts - Roth & Traditional
Roth and Traditional IRA accounts to help you save for retirement.
Retirement Planning
Do not put retirement planning on the back burner. Use a professional to plan ahead now.
Wealth Management
Wealth management is a professional service that provides an integrated approach to planning, as well as determining how much of a client’s wealth may be distributed, when and for what use.
401K Rollovers
You have worked hard every single day. It is now time to plan for the transition into retirement. Let us assist with assessing retirement income needs and evaluating your assets and options.
Retirement for Educators
Educators have special considerations in planning for retirement. We understand these unique needs.
Business Services
We’re On Your Side
As a business owner, you work hard every single day. Whether it’s managing your employees, overseeing your company’s day-to-day operations, or generating new ideas, you don’t have much time left over to deal with much else.
Let us assist your business with retirement plan design and evaluation. We will open the conversation by gathering information to provide advice catered to the size of your business and goals for the plan.
Safe Harbor 401K/Profit Sharing plans
403B plans for non-profits and school systems
Simple plans for small business
What Can We Do For You?
We’re committed to your success. Take a look at our services and contact us today and find out how our services benefit your future.
Simple Plans for Businesses
If you run a successful business, you want relationships that add value. Let us partner in selection of the right plan for business size and structure.
403B Plans for School Systems
Let us assist your School District in setting up and maintaining 403B plan options for employees.
401K Plans
Ready to take your small business to the next level? A 401K plan might be the next step in growth. Find out today.
Non-Profit Organizations
The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.
Retirement for Educators
We specialize in individual services to build supplemental retirement for school system employee's and educators in the Carolinas. Well versed in the North and South Carolina Pension systems we can come up with a plan to meet your goals in planning for retirement.
Retirement for educators takes special considerations into account.
The average educator retires between the ages of 52 and 55, which requires additional planning to fill the gap in income until Social Security kicks in.
Nationally only 24% of educators participate in supplemental retirement plans alongside state pension plans.
You will keep 55% of your salary in retirement, the rest is up to you!
We have assisted countless educators in North and South Carolina with navigating the process from start to finish.
More about
US
Sam Reavis, Jr.
Licenses - Series 6,7,63,65, NC Life and Health
Investment Advisor Representative
Sam Reavis, Jr. graduated from UNC-Charlotte with a B.S. Accounting and has 20 years of experience serving first in public accounting and later as a Chief Financial Officer in North Carolina. Carrying on the family legacy in 2019, Sam joined Reavis Financial Group with a desire to serve new and existing clients signed through Sam Sr’s 20 years in the 403B marketplace.
If your business needs a 401K based solution, Sam can design a plan to build a legacy of wealth for small business owners.
Regulatory information
Contact Us
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