You may be wondering what it would be like to work with a financial planner. You might think that we simply manage your investments, but the truth is, we do a lot more. At Reed Financial Planning Services, we have a holistic approach to your retirement. As a Concierge Client, we manage as much of your planning and financial situation as possible to allow you to focus your time and energy on enjoying life. We have a well defined planning process that encompasses regular reviews, proactive communication, managing your investments and income planning and even includes planning for care as you age and legacy planning. In this relationship, we get to know as much as possible about you and then advocate for your personal and financial well-being. Take a look at the list below, it may surprise you!
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