Reyes Financial Architecture, Offers Retirement Financial Planning, Risk Managed Wealth Management Services, Income Strategies, Income Distribution Planning, Social Security Planning, Tax and Estate Planning.
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 an 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.
Executive Client Service Coordinator
Senior Planning & Operations Manager
Financial Planning Assistant
Operations Assistant
Medicare Consultant
Your path to Financial Freedom starts with education. The Reyes Resource Center is your central location to find the information you want. You’re one click away from starting your journey to Financial Freedom.
August 18th, 2024 – David Reyes, The Retirement Architect, “Avoiding Spending Down Your Money"
August 11th, 2024 – David Reyes, The Retirement Architect, “Long Term Care & The Impact When You Don't Have It"
August 4th, 2024 – David Reyes, The Retirement Architect, “Solving For Cash Flow First"
July 28th, 2024 – David Reyes, The Retirement Architect, “How Can Annuities Improve Your Cash Flow?"
July 21st, 2024 – David Reyes, The Retirement Architect, “The 401K Advantage: Maximizing Your Retirement"
