Services
Our Approach
Second Opinion
Investing
Planning
TV Shows
Season 1
Season 2
Media
Podcast
Radio Show
Books
Momma’s Secret Recipe for Retirement Success
The Little Red Book of Retirement
Co-Authored Books
Articles
About
Meet The Team
Form CRS
Blog
Client Login
Schedule a Call
Second Opinion
You Receive a ‘Second Opinion’ On Your Health…
Then Why Not On Your Wealth?
Do you have a true “risk management” plan for your retirement portfolio to avoid the next market crash?
Do you have a plan to ensure that you will have guaranteed lifetime income?
Do you have a written retirement income distribution plan?
Does your financial advisor have almost 3 decades of experience providing retirement planning services?
What impact will taxes have on your retirement income?
How will rising inflation impact your future cash-flow and lifestyle?
Do you know the optimal time for you and your spouse to claim your Social Security Benefits?
What impact will rising medical costs have on your retirement plan?
Are you taking too much risk in your portfolio?
Are you taking advantage of Annuities that will seek to protect your portfolio and give you lifetime income streams?
Does your financial planner integrate all of these issues into one written comprehensive financial plan?
Is your financial advisor a fiduciary who is required to put your interest first and discloses any conflicts of interest?
Get Your Second Opinion
Second Opinion Meeting Checklist
Completed Client Profile Questionnaire (Required)
Most recent Brokerage and Investment Statements (IRA’s, 401K, Pensions, Annuities)
Most recent “Earnings Statement” from the Social Security Administration
(Available on their Website –
ssa.gov
)
Client Profile Questionnaire
Click
on the Client Profile Questionnaire to download the pdf, fill out and submit the form to info@reyesplan.com.
We will review your submission and & follow-up with you shortly.
Name
Email
Phone
Your Message
Phone
This field is for validation purposes and should be left unchanged.
Δ
Start Your Journey
With Us
GET YOUR SECOND OPINION
Get a Second Opinion
© Copyright 2023 | Reyes Financial Architecture, Inc. | All Rights Reserved |
Firm Disclosures
Visit our Facebook
Visit our Instagram
Visit our YouTube channel
linkedin
facebook
pinterest
youtube
rss
twitter
instagram
facebook-blank
rss-blank
linkedin-blank
pinterest
youtube
twitter
instagram