Our Story
David was fortunate to experience a close and beneficial relationship with his grandfather. As David’s grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such and impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client’s entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive.
Our goal is to be a calming influence in and throughout retirement.
Our Story
David was fortunate to experience a close and beneficial relationship with his grandfather. As David’s grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such and impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client’s entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive.
Our goal is to be a calming influence in and throughout retirement.
Our Story
David was fortunate to experience a close and beneficial relationship with his grandfather. As David’s grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such and impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client’s entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive.
Our goal is to be a calming influence in and throughout retirement.
Our Story
David was fortunate to experience a close and beneficial relationship with his grandfather. As David’s grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such and impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client’s entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive.
Our goal is to be a calming influence in and throughout retirement.
Our Story
David was fortunate to experience a close and beneficial relationship with his grandfather. As David’s grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such and impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client’s entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive.
Our goal is to be a calming influence in and throughout retirement.
Meet the Team
David Reyes
Founder, Chief Financial Architect
Julie Reyes
Chief Financial Officer, Chief Compliance Officer
Adriana Rascon
EXECUTIVE ASSISTANT
Adriana Rascon
EXECUTIVE ASSISTANT
Deborah Spencer
OPERATIONS MANAGER
Deborah Spencer
OPERATIONS MANAGER
Nicole D’Ambrogi
ESQ. AFFILIATED ESTATE PLANNING ATTORNEY IN PRIVATE PRACTICE
Nicole D’Ambrogi
ESQ. AFFILIATED ESTATE PLANNING ATTORNEY IN PRIVATE PRACTICE
Nancy Schuth
MEDICARE CONSULTANT
Nancy Schuth
MEDICARE CONSULTANT
REYES RESOURCE CENTER
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Episode 2 “The Retirement Architect TV Show”
Episode 3 “The Retirement Architect TV Show”
Episode 4 “The Retirement Architect TV Show”
Radio Show
- August 14th, 2022 – David Reyes, The Retirement Architect “The Pros & Cons Of Mutual Funds In A Retirement Portfolio”
- August 7th, 2022 – David Reyes, The Retirement Architect “Optimizing Your Retirement Portfolio for More Income”
- July 31st, 2022 – David Reyes, The Retirement Architect “The 3 Best Ways to Mitigate Risk Before and During Retirement”
- July 24th, 2022 – David Reyes, The Retirement Architect “Are You Reducing Your Taxes In Retirement?”
- July 17th, 2022 – David Reyes, The Retirement Architect “The Pros & Cons of Bonds in 2022”
- July 10th, 2022 – David Reyes, The Retirement Architect “4 Tips To Modernize Your Retirement Portfolio”
- July 3rd, 2022 – David Reyes, The Retirement Architect “What Different Options Are Available For Your 401(k)?”
- June 26th, 2022 – David Reyes, The Retirement Architect “Where Should You Invest Your Money For A Comfortable Retirement?”
- June 19th, 2022 – David Reyes, The Retirement Architect “The Math Behind The Losses: How To Protect Your Capital”
- June 12th, 2021 – David Reyes, The Retirement Architect “The Top 3 Things You Need In A Retirement Plan”
THE LITTLE
RED BOOK
OF RETIREMENT
High Net Worth Investor Edition
PRESENTED BY DAVID REYES
The Little Red Book of Retirement
aims to help you address important questions that pertain to your retirement planning needs in reach your goals now and in retirement.
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Disclosures
Reyes Financial Architecture, Inc. (“RFA”) is an SEC registered investment advisory firm. Such registration does not imply a certain level of skill or training. For a copy of RFA’s current form ADV 2A Brochure that includes a description of our services provided, fees charged and other important information, please call us at 858-597-1966 or go to www.adviserinfo.sec.gov . RFA may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where RFA is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. For additional important disclosures, please click here.
Chief Financial Officer, Chief Compliance Officer