Living Your Best Financial Life with REV Wealth
As we journey through life, there comes a point where securing our financial future becomes less of an afterthought and more of a top priority. This transition holds great significance no matter what stage of life you are in. That’s where REV Wealth, a financial services firm located at REV Federal Credit Union, steps in to offer tailored retirement and investment solutions to navigate this crucial phase of life.
Led by Program Manager, David J. Davis, along with Financial Consultant Dennis Bailey, Financial Advisor Gus Just, and Client Services Associate Tina Mahaffey, REV Wealth prides itself on crafting personalized income roadmaps that align your financial goals with your values and aspirations. With a focus on helping clients achieve long-term success while finding balance and purpose in their financial journey, the REV Wealth team has been dedicated to supporting individuals like you for over 50 years.
What sets REV Wealth apart is its commitment to a disciplined approach to financial planning that leverages years of experiences and wisdom. Through a customized planning process, the team at REV Wealth helps clients identify and prioritize their goals, translating them into actionable steps that maximize opportunities and prepare for life’s critical events. With REV Wealth on your side, you can take confident steps today towards creating the future you want, knowing that professional guidance is at hand to help navigate the path ahead.
The REV Wealth headquarters is in Summerville, South Carolina, but their expertise and service area extend to all regions of the country, providing their client family with flexibility and access nationwide.
This comprehensive service offering involves a thorough knowledge of regulatory requirements and compliance standards, exemplifying each advisor’s ability to navigate complex financial regulations to meet clients where they are. This also allows REV Wealth to continually enhance the range of services available for its client family, regardless of their location or financial interests.
Beyond finances, REV Wealth recognizes the value of life experiences and the impact they have on your financial well-being. By understanding what truly matters to you and your loved ones, REV Wealth takes care that your needs are not only met but exceeded, allowing you to focus on what brings joy and fulfillment to your life.
Research shows that individuals who work with financial advisors tend to have more savings and better retirement outcomes, so take the first step towards the secure and fulfilling future you deserve. Email Info@REV-Wealth.com or call 843.832.2706 to schedule your complimentary consultation today.
Areas of Focus
| Investments | Account Types | Financial Planning | Insurance |
|---|---|---|---|
| Stocks | Individual Taxable Accounts | Income Planning | Disability Income |
| Bonds | Traditional IRA | Retirement Planning | Life Insurance |
| Mutual Funds | Roth IRA | Retirement Plan Rollovers | Long-Term-Care Insurance |
| Variable Annuities | Inherited or Beneficiary IRA | Beneficiary Planning | |
| Indexed Annuities | SEP IRA | Estate Planning | |
| Fixed Annuities | SIMPLE IRA | Insurance Planning | |
| UIT’s | |||
| ETF’s |
REV Wealth is a marketing name of Cetera Investment Services. Securities and insurance offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. 200 MARYMEADE DRIVE, SUMMERVILLE, SC 29483. 843-832-7529.
Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.
