To schedule a demonstration or presentation, contact us or send us a message by filling out this form.

(602) 808-3423

2201 East Camelback Rd, Ste 400
Phoenix, Arizona 85016


Financial Security Planning Confidential Questionnaire

Please complete the below preliminary questionnaire to be matched with a CERTIFIED FINANCIAL PLANNER™. Your answers will only be shared with your matched CFP®.

After submitting this questionnaire, you can expect an email from a member of the REI team connecting you with your partner CFP® to schedule your first meeting.