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.
As CFP® professionals, we make a commitment to the CFP Board to always act as a fiduciary by putting our clients' needs first. To learn more about the CFP® Professional requirements and fiduciary standard, please review the CFP® Let’s Make a Plan website.