You gather the data and we'll make you shine for your client.
We help create the plans and reports you need to keep your client up to date on their vision of success and you in front of them as opposed to wasting time preparing reports. We work in the background automatically providing up to eight specialized reports per year as well as custom reports as needed to make your clients life better and your life easier.
Pre-retirement planning and currently in retirement planning are complex. Many client don't realize the complexity of the entire process. We work in the background to make sure your client has all the right strategies and information so you look and can perform at your best.
Give your clients the best plan to leave a hassle free legacy to the heirs they want to take care of. Through a wide array of knowledgeable reporting options we'll keep your client up to date on Wills, Trusts, Financial and Medical Powers and more. Everything you and your client need to successfully transition.
While creating wealth through a well designed accumulation strategy is the goals of all clients, protecting wealth from life's little and not so little disasters is an important part of the financial journey. We'll help you provide the idea's, products and strategies to make sure your clients are well taken care of
Taxes are the bane of your clients existence and your help to them through tax reduction strategies, preparation and wealth building plans can help you both to shine. We provide you both with up to date information and tax law changes to keep you ahead of the IRS and build wealth.
We'll help you provide well designed medical and healthcare planning for pre-retirement as well as during retirement. From pre-retiree healthcare options, HSA's and Medicare, we'll keep you up to date.
People don't plan for the sake of planning, they plan to live the best life possible. Beyond financial planning is full Life Planning - Understanding what your clients total objectives are and making sure they have the income, no matter what to live a robust life.
For the self employed to executives, we can help you create and maintain business plans to create and maintain wealth. From Business building ideas through our partners to designing tax advantaged Qualified Plans and a lot more. The possibilities to create, build and profit from a successful business have never never better.
The basis of the Strategic Wealth Initiative is investment design for the truly modern world. We help you provide a full range of manged mutual funds, ETF's and Stock and Bond ETF stratifies and management well beyond "modern portfolio theory". We free up your time from dong research and provide customized portfolios specifically designed to reach the goals your clients have.
AROUND THE WORLD
IMPORTANT CONSUMER INFORMATION
The Reed Financial Group, Inc. is an independent Registered Investment Advisor. AmericasRetirementPlan.com is owned and operated by the Reed Financial Group for online Investment Advisory only. The Strategic Wealth Initiative is owned and operated by the Reed Financial Group to provide education, administrative and investment options to clients and independent advisors. Separate Account Management is offered by independent Registered Investment Advisors which may or may not be affiliated with the Reed Financial Group, Inc.
An investment adviser may only transact business in a state if first registered or is excluded or exempt from state investment adviser registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a investment adviser a consumer should contact his or her state securities administrator.
Before investing, consider investment objectives, risks, charges, and expenses. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. The bond market may be volatile, and fixed income securities carry risks which may be dissimilar to equities.
Annuities may be subject to a surrender period. The interest credited may differ based on the annuity you become involved with. Annuities may be subject to early withdraw market value adjustments which could lower the realized rate of return. EQUITY INDEXED ANNUITIES: Your rate of return is tied to an index and may not be guaranteed by the insurer. As with fixed annuities, Equity Indexed annuities may be subject to early withdraw market value adjustments which could lower the realized rate of return.
The WealthSentry Asset Management Method is not a stop loss or Algorithm based trading platform. It is a method which uses technical analysis of markets to determine market direction and the ensuing appropriate asset allocation. It must be implemented by the investment management of the Reed Financial Group. It does not guarantee against loss or growth of assets and uses proprietary research to determine the optimum asset allocation based on market trend.
INVESTMENT PRODUCTS: NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE
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