At Reyes, we ensure that all the facets of your financial planning are handled in a synergistic way, to ensure your CPA, Estate Planning Attorney and money managers are aware of your goals, the current environment, and work as a team to structure your plan for the highest protection of assets and return on investment.
Our services include:
Our investment process is client focused. Our motto is, “Win by not losing!” We base our process on a personalized approach, using multiple investment strategies and the best-of-the-best, hand-selected investment managers. Our portfolios are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. RFA’s investment-management strategy is designed, based on your long-term investment goals of preserving capital and maximizing income. Learn More
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; always 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. Learn More
RFA has a strategic partnership with CPA’s as well as work with our clients outside advisors. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies. This can result in years of tax savings. Based on this strategic partnership, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement. Learn More
While working in collaboration with our Advanced Pension experts, actuaries and third party administrators, RFA can design advanced pension plans for business owners and their families in order to ensure maximum pension contributions and tax deductions for business owners.
While working in collaboration with the client’s CPA and Estate Planning Attorney, Reyes Financial Architecture can design advanced Roth-Conversion strategies helping families save hundreds of thousands of tax dollars at retirement.