Reed Financial Planning Services

CONNECT

Address:

427 Naubuc Ave, Building 427, Ste 101
Glastonbury, CT 06033

Phone:

860-430-1009

Fax/Other:

860-430-6981

Products & Services

 

At Reed Financial Planning Services, we help our clients with many aspects of their investment and financial planning needs.  Our clients are busy juggling the responsibilities of family life and demanding careers.  As time goes on, their focus turns to transitioning into and enjoying retirement.  We help our clients by learning about all aspects of our client's lives and becoming a lifelong advisor.  We often work client's family members and trusted family advisors like attorneys and accountants to develop as comprehensive of a plan as possible.  Below are some of the products and services we can use when helping our clients. 

Financial Planning

  • Fee-Based financial plan creation, implementation and monitoring
  • Investment consulting
  • Retirement planning
  • Business continuity planning
  • Estate planning strategies
  • Education funding strategies

Investments

  • Fee-Based Managed Accounts
  • Traditional & Roth IRAs
  • 401(k) Rollovers
  • 403(b) and 457 Plans
  • Simple & SEP IRA's
  • Inherited IRA's
  • College Funding Plans
  • Fixed & Variable Annuities

Insurance

  • Life Insurance
  • Long-Term Care Insurance

 

Contact us for more information or to schedule a meeting.