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How We Work

Since 1986, Frank Reynolds & Company has helped clients work towards their financial goals through financial planning, wealth management, and insurance solutions. We offer both common and uncommon wealth management strategies that can incorporate both investment and insurance solutions.

Here are some planning, investment, and insurance assessments we can assist you in evaluating:

  • Retirement, Education, and other goal planning
  • Short- and Long-Term Tax Reduction Strategies
  • Estate Design Strategies
  • Insurance and Risk Planning
  • Debt Freedom strategies
  • Business Development for Growth, Management and Succession planning

Financial Planning

  • Retirement Plans
  • Tax Planning
  • Education Planning
  • Debt Freedom Planning
  • Estate Designs
  • Insurance Planning
  • Risk Mitigation Planning
  • Business Planning
  • 401(k) Planning
  • 403(b) Planning
  • Profit Sharing Plans
  • Cash Balance Plans
  • Executive Compensation Plans


  • Brokerage Accounts
  • 529 Plans
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Bonds
  • Stocks
  • Mutual Funds
  • ETF’s
  • Equity Index Annuities
  • Variable Annuities
  • REIT’s
  • Private Equity Investments


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

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