Reed Financial Service

Reed Financial Services, Inc., is a family-owned and operated financial services company based in Muskegon and Newaygo, Michigan. Since 1983, we have been proudly serving local individuals and families in Western Michigan, assisting them in reducing financial uncertainty, accumulating and preserving assets, and protecting what is most cherished. Our passion lies in helping clients become more financially prepared for the future.

Our Mission Statement

At Reed Financial Services, Inc., we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our goal is to understand your financial situation thoroughly and provide you with the highest quality information, services, and products to help you reach your financial goals. Our team of Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients, ensuring that we act in your best interests and make full disclosure of any conflicts of interest that may arise.

Our Services

We offer a wide range of financial services to help you navigate the often complex world of finance. Our services include Annuity, Long-Term Care Insurance, Life Insurance, Individual Health, and 401(k) Information Request services. Our team of experienced professionals is dedicated to helping you make informed decisions about your financial future, no matter what stage of life you are in.

As Investment Advisor Representatives, we have a legal obligation to act in your best interests and to ensure that you receive the highest quality financial advice and guidance. We believe that education is key to financial success, and therefore, we strive to educate our clients on all aspects of finance, including retirement planning, investment strategies, and risk management.

Our Process

Our process begins with understanding your financial situation, goals, and risk tolerance. We then develop a customized financial plan designed to help you achieve your financial goals. This plan may include investment management, retirement planning, insurance coverage, and other financial services as needed.

Once we have developed a plan that meets your needs, we work with you to implement the plan and make any necessary adjustments along the way. Our team of professionals is always available to answer any questions you may have and provide ongoing support and guidance to help you stay on track.

Resources

At Reed Financial Services, Inc., we believe that education is key to financial success. That's why we offer a wide range of resources to help our clients stay informed about the latest financial news, trends, and strategies. Our resources include Articles, Calculators, Flipbooks, Newsletters, Glossary, and Tax Library services.

Our Articles section covers a variety of topics, from retirement planning and investment strategies to tax planning and risk management. Our Calculators section provides tools to help you estimate the impact of various financial decisions, such as the impact of inflation or the potential future value of tax-deferred investments. Our Flipbooks section provides interactive guides to help you understand complex financial concepts, such as annuities or long-term care insurance.

Our Newsletters section provides regular updates on the latest financial news and trends, as well as tips and strategies to help you make informed decisions about your finances. Our Glossary section provides definitions of common financial terms, and our Tax Library section provides resources to help you understand the tax implications of various financial decisions.

Conclusion

At Reed Financial Services, Inc., we are dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is committed to providing the highest quality financial advice and guidance, based on the highest standards of integrity and professionalism. Whether you are just starting out or nearing retirement, we are here to help you make informed decisions about your financial future.