Jack Reeder Email & Phone Number

I help Business Owners and Executives solve one of their biggest and most critical problems – creating a sustainable lifetime income. I do this using a consultative approach and comprehensive service.My clients come to me when they want to: ✔ Achieve a worry-free retirement✔ Minimize taxes and risk of loss ✔ Maximize the predictability and certainty of their retirement income✔ Exit their business on their terms✔ Transform their business value into lifetime income and legacy valueThe landscape has changed for business owners and executives, and my clients are tired of putting their energy into worrying if they:❌ Will have enough income when they retire❌ Are doing the right things today to minimize taxes now and in the future❌ Will be prepared when an exit opportunity comes knocking❌ Can achieve an optimal business exitWith just a few focused planning sessions they’re frequently able to:🎯Create a strategy that they can easily put into action🎯Have a comprehensive retirement and wealth transfer plan🎯Have confidence that they are being tax wise today and can continue to be tomorrow🎯Understand what their realistic exit and retirement options are🎯have a better plan for retaining and attracting their most valuable employeesHow can I come alongside you and help? You’ve worked hard to provide for others. Yet your day focuses on running your business and not nearly enough time on creating an income you can’t outlive.That’s where I come in.I’m here to help you focus on creating that lifetime income plan.If you’re ready to step back and take an honest look at where you are now and where you want to be in 1-10 years, then I invite you to send me a message here on LinkedIn, or schedule a quick 15-minute introductory call where we can chat about your specific wants and needs.Here’s my calendar:https://outlook.office365.com/owa/calendar/JohnReederFinancialAdvisor1@guardianlife.com/bookings/978-335-2267jreeder@bulfinchgroup.com/COMPLIANCE:2024-2423/

Listed skills include Wealth Accumulation, Retirement Planning, Tax Strategies, Estate Planning, and 5 others.