#1 Financial Advisor & Retirement Planner San Diego
Most retirees are concerned about running out of money. We partner with you to
create a plan to have the most amount of income with the least amount of risk,
Giving You the Joy of Retirement Freedom.
Beyond Stocks and Bonds
Our institutional approach to investing offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio.
“If you only receive 50% of the upside of the market and none of the losses, you beat the market over time. With this knowledge, our primary focus is risk management.”
Integrated Planning
With over 25 years of experience our service offerings are vast and thorough:
Comprehensive Integrated Financial Planning
Comprehensive Integrated Financial Planning
• Retirement & Investment Planning
• Written Retirement Blueprints
• Estate & Tax Planning
• Collaboration with existing CPA’s and attorney’s
Investment Management
Investment Management
• Institutional Portfolio Risk Management
• Principal protection strategies
• Enhanced Dividend Strategies
• Stop-Loss Strategies
• Real Estate Investments
Retirement Planning
Retirement Planning
• Income Distribution Planning
• Social Security
• Medicare Planning
• Long Term Care
• Tax Free Retirement Options
• Roth Conversion Strategies
Tax Planning
Tax Planning
• Retirement Income Tax Planning
• Defined Benefit Plans
• Required Minimum Distribution Planning
• Highly Appreciated Assets (1031 Exchanges, Businesses)
• IRA Tax Strategies
• IRA Trusts
Estate Planning
Estate Planning
• Living Trusts
• IRA Trusts
• ILIT Trusts
• Charitable Remainder Trusts
Cash Flow Planning
Cash Flow Planning
• Guaranteed Lifetime Income Streams
• Yield Producing Investments
• Required Minimum Distribution Planning
• Retirement Budget Planning
• Social Security Planning
• Principal Protection Strategies
What does Reyes Financial Architecture do Differently?
Empower your retirement knowledge with The Little Red Book of Retirement
When most people think about retirement, they may simply think of an age or an amount of money to retire with. These two factors alone aren’t enough to secure a prosperous retirement. The Little Red Book of Retirement aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Download your free digital copy here to get started!
Chief Financial Officer, Chief Compliance Officer
CFP®, FINANCIAL ADVISOR
Esq. Affiliated Estate Planning Attorney in Private Practice