Financial Planning

Reyes Financial Architecture takes pride in providing comprehensive financial-planning services to our clients. We review our clients Investment Portfolios, Retirement Plans, Social Security Plan, Tax Returns, Long-Term Care and Life Insurance documents; as well as their Estate/Trust Plans. We embrace our role as a fiduciary; acting within our client’s best interests. Our comprehensive services integrate all aspects of our client’s financial picture, in a coordinated effort to provide for a carefree, comfortable retirement.

We Offer:

  • checkRisk-Managed Investment Management
  • checkStrategic Tax Planning
  • checkRetirement Income Distribution Planning
  • checkLong-Term Care & Life-Insurance Planning
  • checkSocial Security Maximization Planning
  • checkEstate & Retirement Planning

Just imagine a complete plan; where all your Investment, Retirement Income, Tax and Asset Protection/Estate Planning needs are addressed in one place. This is your wealth-management plan. Our comprehensive and coordinated approach ensures your plan is developed using a holistic view. We have found many financial services professionals focus on products. Our experience shows our clients’ needs are best met by focusing on processes, and most importantly, people.

Financial Planning Philosophy

At Reyes, our belief is we can best serve our clients with a collaborative approach to financial planning. We work with other professionals across multiple disciplines—including CPA’s and estate planning attorneys. This approach ensures that your planning is not only implemented, but integrated to insure the very best result. We create a plan that will maximize your income, minimize your taxes and ensure you have the highest quality of retirement life. Our financial planning philosophy is simple: Have no agenda other than that of our clients.

Our Firm’s Philosophy is Simple: “To Win by Not Losing”