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Review Services, Inc. (RSI)
       
 
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Additional information
 
Review Services, Inc. (RSI)
 
 
Overview: 

Welcome to Review Services, Inc. (RSI). We are an independent financial planning and investment management firm located in the Greater Milwaukee area. As fee-only financial advisors, our mission is to provide our clients with sensible and unbiased wealth management solutions. We help prioritize and quantify client financial goals, set realistic expectations, and implement a disciplined, prudent investment and savings strategy to achieve those goals.

We believe an effective financial advisor relationship is built on a commitment to personal attention and superior customer service. We are committed to our client relationships and strive to maintain the continued trust and confidence they place in us.
History: 

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.
The RSI team is committed to their clients, to one another, and to their profession. It is a commitment that we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services.


 
 
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