Frank Reynolds & Company - Family

Frank Reynolds & Company is a family oriented, faith based, wealth management firm. For a quarter of a century, our team has helped Christian families utilize intelligent wealth management strategies as they seek to accomplish God’s leading in their family, faith and finances.

 

Frank Reynolds & Company provides services which include Financial & Estate Design, Investment Portfolio Management, Wealth Preservation Strategies and Planned Giving Development. What can you expect to receive from these services?

 

Financial & Estate Design – A plan to help you achieve your needs, goals and interests with peace of mind. You will have a long-term financial plan designed and managed to help you achieve your short-term, mid-term, and long-term needs, wants, and desires for yourself, your family and your walk with God.

 

Investment Portfolio Management – A portfolio designed to help you create, grow, protect and preserve your family’s wealth and income. You will have a personally designed and managed investment portfolio that is matched to your specific liquidity requirements, income needs, growth desires, risk tolerances and tax management needs.

 

Wealth Preservation Strategies – A plan to help you adequately provide resources for your dependents and loved ones. You will have a cost-effective plan, personally designed for you and your family, to provide resources for income needs, long-term care expenses, paying for taxes and final expenses, and replacing required family assets.

 

Planned Giving Development – A strategy for helping you achieve your family's needs and giving desires. You will have a specially designed trust created and managed to help give you maximum tax advantages, lifelong income for you and your family, wealth transfer to your heirs and financial support for the ministries God has called you to support.

 

Our goal is to help our clients protect wealth for today, preserve wealth for the future and prepare wealth for generations to come. It would be our pleasure to discuss how our family wealth management strategies could be of benefit to you and your family. Please visit our website at www.frankreynoldsonline.com for more information on how we can serve you.