Reed Financial Planning Services

111 Founders Plaza, Suite 1706
East Hartford, CT 06108
Phone:
  • 860-430-1009
Fax:
  • 860-461-1013

What's Your Retirement Plan?

You may plan to retire, but what's your PLAN to retire? How much will you need? How much will your Social Security or pension provide? How much will you need to take from your investments and how should they be invested? We can answer these questions and develop your personal Retirement Income Plan. Contact us today.

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Financial Planning For Teachers

Connecticut public school teachers have unique challenges when it comes to their retirement planning. We focus a lot of our time on working with Connecticut public school teachers and their families.

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Understanding your Beneficiary Designations

Beneficiary designations are an important part of your planning and should be coordinated with other estate planning documents. Mismatching or outdated designations may cause headaches, misdirected distributions and unnecessary taxes. Meet with one of our advisors to review your estate planning strategy and beneficiary designations.

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