REED FINANCIAL PLANNING SERVICES, LLC
Independent, fee-based planning for baby boomers and teachers.*
At Reed Financial Planning Services, we focus our efforts on delivering investment and planning services to people ages 50 and over and CT public school teachers. We help our clients plan for retirement, aging in retirement and for the efficient transfer of their assets when they pass away (estate planning). Clients can engage us on a fee-based consultant basis or become a concierge client to receive all of our firm's services.
*The firm's asset minimum for new clients is $500,000 of investable household assets. (Why we have minimums for new clients)
For existing clients, you can schedule a review meeting by clicking below. Our office staff will contact you if more information is needed prior to your meeting.
Are you a baby boomer who has questions about your retirement planning? We offer independent, fee-based planning services to people like you. Click on the link below to learn more.
Are you a Connecticut public school teacher who wants to retire? We focus on offering retirement planning services to CT public school teachers like you. Click below to learn more.