Our Process

Step 1: Begin with a Personal Interview

During our complimentary personal interview, Reyes Financial Architecture must be able to determine that we can save you significantly more in taxes than our fee while protecting your assets, increasing the value of your investments, and/or maximizing your cash flow, before our firm can move forward with you as a client.

Contact us today for a complimentary consultation to learn how Reyes Financial Architecture can significantly reduce or eliminate the taxes associated to your retirement account distributions and maximize your long-term wealth.

Step 2: Engagement

Reyes Financial Architecture will become your financial architectural firm and design and implement a plan that helps you reach your financial goals and dreams.

Step 3: Comprehensive Review

Reyes Financial Architecture will conduct a complete review of your financial information, including:

  • Current personal tax returns
  • Current corporate/partnership returns
  • All current trust documents
  • IRA’s
  • Stocks, bonds, mutual funds
  • Schedule of real estate
  • Insurance policies
  • All other financial holdings
  • Life Insurance Policies
  • Mortgage Accounts

Step 4: Financial Architect Design and Implementation

Some of the areas of design and recommendation may include, but are not limited to the following:

  • Review of current investment portfolio and develop an asset management strategy.
  • Access client’s exposure to financial risk and develop a risk management strategy.
  • Develop and “Income for Life” retirement planning strategy.
  • Identify potential tax planning strategies to optimize financial position.

Reyes Financial Architecture will facilitate the required implementation of time-tested, highly effective, and tax-advantaged vehicles to ensure the initial and long-term success of your customized financial plan.

The design will be collaborated with your attorney, CPA, and/or other advisers Reyes Financial Architecture deems appropriate to maximize client-desired outcomes.

A financial architectural design is available for:

  • Personal Income Tax Minimization
  • Corporate Income Tax Planning
  • Business Exiting Planning
  • Asset Protection Planning
  • Cash Flow Maximization Planning
  • Estate Tax Minimization Planning
  • Real Estate Cash Flow Maximization Planning
  • Pension Maximization Planning

Financial architectural designs created by Reyes Financial Architecture are holistic and comprehensive in nature. During the initial assessment and throughout the process, Reyes Financial Architecture will discover and assess opportunities to provide value to the customer in all planning modules. All advice will continually be given with cash flow maximization and tax minimization in mind while assuring lifestyle.

STEP 5: PLAN MAINTENANCE

Annual ongoing plan maintenance is conducted by RFA in order to monitor progress in relation to the plan.

Next steps:

  • Contact us today for a complimentary consultation or second opinion on your retirement and investment strategy.