REVENITE FINANCIAL SERVICES
GIVING PEOPLE THE TOOLS TO MAKE A COMEBACK IN THEIR LIVES
What do we do?
Revenite helps families free up money and get out of debt early so they can afford to save for retirement and protect everything important along the way.
Revenite provides this service at NO COST to you.
What you get with Revenite Financial Services:
Why are we here?
We feel happiness can be found in living the life each person is meant to live.
The problem is, we have too many distractions: jobs, debt, bills, investments, retirement, etc.
We're here to help eliminate those distractions.
We're here to help set our clients free.
How do we do it?
We teach people how to get every piece of their financial life in balance.
We hire and train people from all walks of life to reach our clients. We come from the same places our clients do.
We are continuously updating our systems to make sure we're the only place people can find these solutions.
What do we do?
We sell insurance.
We get people out of debt.
We find ways to free up money.
We help them save for the future.
We make it accessible to everyone.
THE REALITY:
Financial companies are always going to prioritize the products and services they make money on over a client's wellbeing when forced to choose between the two.
THE PROBLEM:
These companies play “tug-of-war” with a family’s finances.
THE SOLUTION:
We help families find balance by putting all of the pieces of their financial world together in away that benefits their ultimate good.
How Does Revenite Help People Reach Their Goals?
CREDIT SCORE AND DEBT TO INCOME RATIO MANAGEMENT
Do you want to buy a house? Are you tired of paying more than other people for auto loans, home insurance, auto insurance, and more? Let's get your credit score up! Did you know that lenders use different 'scales' to calculate your credit score? There are more than a dozen different sets of guidelines! We can help design a strategy to raise your score based on the specific guidelines your lender of choice uses. Who else does that? Did you know that all of your other debt payments counts against you when trying to qualify for a mortgage? Did you know there is a 'front end' and a 'back end' ratio? Well we do! We will work with your lender to get your plan dialed in for your situation!
LIFE INSURANCE
We firmly believe that term insurance combined with some type of mutual fund will offer the best of both worlds in most cases. However, we feel there is wisdom in offering other options for people with unique needs. Some clients just want to get their money back if they do not use their insurance. Some want options to keep it going after the initial term if their retirement plans do not work out. Others want to use their policy to grow money protected from taxes and from market risk. We can do it all!
AUTO & HOME INSURANCE
Our program shops DOZENS auto and home insurance companies to deliver the best rates and features possible for our customers. We added Auto, Home, Renter's, Landlord, Business, RV, and more to our offering to give our agents another opportunity to free up money to use elsewhere in their client proposals.
See our FSP section for more details.
RETIREMENT & SAVINGS
Through our partnership with OSAIC WEALTH, our representatives can offer many types of investment vehicles and accounts to best service our clients. Our goal is to help everybody, wealthy as well as the "average Joe" and everyone in between. We must do this to stay true to our purpose of getting people free.
DEBT PAYOFF SERVICES
Debt Convergence is finding out which payoff method is best for each particular family and implementing it. The client agrees to pay a certain amount every month on their accounts until all debts are eliminated. We have also developed our Debt Payoff Accountability Program that ensures a client's success in following their payoff plan by automating payments through Revenite's accountability program.
BUDGETING AND EXPENSE MANAGEMENT
We do not judge. We do not tell our clients what to do with their money. Our job is to help them make sure that everything is on purpose. We want to help you design your budget and make it work for you, not the other way around.
How do we put it all together?
With a Financial Solutions Proposal
We can help with many areas of someone's financial life. Our goal is to Find Balance. For example, does an investment company care if a family ever pays off their house? OF course not! But wouldn't it be easier to retire without a mortgage payment? The problem is, that investment company wants all available money with no regard to the client's ultimate good. Does the life insurance company want a family’s credit card debt paid off? Same thing. They want the debt to stay so the client has a longer need for coverage. We can support all of these areas in one way or another to make sure the family Finds Balance in their financial lives. We do this through our FSP or Financial Solutions Proposal. It's an analysis that takes into account where they are and where they want to go and applies generally accepted financial principles to provide insight so that a family can help themselves do better financially.
Our Partners
Securities offered through Osaic Wealth, Inc. member FINRA/ SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
The financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: WA, TX, OK
Please Note: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.
The FSP is designed to assist you in identifying your financial needs and goals sot hat you can make better decisions in managing your money. Your FSP will be developed based on the information you provide and on certain generally accepted assumptions and reasonable estimates. The FSP is provided to you as a complimentary no-obligation product by Revenite. The calculations and assumptions are based on your current financial situation and today’s economic environment, which are subject to change. We recommend that you review your financial needs and goals periodically to determine if you are making progress, especially when there is a change in jobs, a change in marital status, or an addition toy our family. As time passes and your financial situation changes, you should ask your representative to do a new FSP to see how the FSP’s suggestions change. The FSP is not an application for any financial product. By separate application, you may apply for one or more of the products mentioned in the FSP presentation, and be considered under the applicable qualification criteria.