Five-Step Educational Process 

 
  

Toward Lifetime Financial Security

  1. Identify Lifetime Objectives and Strategies. At Reynolds Financial Group LLC, we don’t believe in a "cookie-cutter" approach. No two situations are alike. We tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives.
  2. Understand All of Your Options. Most advisors are not willing to spend the time to educate you. We believe an informed client is a happy client. We want you to understand all your options so you can feel more confident.
  3. Determine Your Risk Profile. How much of your money should be in higher risk investments? How much should be in more conservative investments? We believe in staying within your comfort level rather than chasing short-term market returns.
  4. Build Your Financial Plan. Your personal preferences, as well as your cash flow needs, are some of the factors that determine your investment allocation. In building your financial plan, we educate you about today’s investment options which are more numerous than ever before.
  5. Schedule Regular Periodic Reviews. Last but certainly not least, we believe regular periodic reviews will help ensure you stay on course. Our company’s success is partly due to our customer service. We strive to follow-up with our clients with phone calls, updates, newsletters, appreciation and more. We’re here for you.

  I'd Like to Learn More About: 
   

        Scholarships

         A Second Opinion 
                         
        Retirement Income Analysis
        
        Expenses and Fees in my 401( K ) 

        Social Security Payout options  
   
        Tax Strategies/Planning                

        If Long term Care is Right for Me