How is Reed Financial Different?
A focus on ordinary people
I started Reed Financial Planning to help middle income people make the critical financial choices they confront today. Unlike most financial planners I don’t impose minimum wealth requirements. If you don't have a lot of money, it simply means you cannot afford to make financial mistakes.
I have extensive experience working with
- state employees (OPERS members)
- teachers (STRS members)
- business owners and small business startups
- creative arts professionals
Pure fee-only
I do not accept sales commissions, referral fees or any third-party compensation. Only my clients pay me, and I work only for them.
Comprehensive service
Personal financial planning is more than investments. Together we can address anything that affects your financial life: insurance, tax planning, tax preparation, home mortgage, estate planning.
Your Education
I take the time to fully explain your options. If you don’t understand, you cannot make an informed decision and you will be unhappy later.
