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Our
Firm
Reynolds & Associates Financial Group offers people in our community
a full range of financial products and services. Our associates
believe that tax planning, retirement planning, and estate conservation
should be top priorities for individuals and families of all ages
and income ranges.
Because many
people regard financial planning as complex and confusing, they
often miss out on many potentially rewarding financial opportunities.
They also tend to take unnecessary risks and fail to adequately
protect their assets.
That's where
Reynolds & Associates Financial Group can help. Our goal is to take
the mystery out of investing, managing risk, preparing for retirement,
and preserving your wealth. By helping you acquire the information
you need to pursue your financial objectives, we hope to establish
a long and trusted relationship with you.
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Our
Services
The financial management process at Reynolds & Associates Financial
Group begins with an in-depth evaluation of your current financial
situation. Once we've established your overall objectives, we'll
focus on your specific goals.
With changing
economic conditions and market swings, we advocate investing sensibly
over the long term and maintaining an adequate level of insurance
coverage. We work with you side by side so that you're confident
in and comfortable with the financial suggestions we make.
Some of the
services we offer:
1) College funding
2) Tax management
3) Investment planning
4) Retirement planning
5) Estate conservation
6) Debt elimination
7) Risk management
8) Cash management
9) Charitable giving
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Our
Qualifications
Mark Reynolds founded Reynolds & Associates Financial Group in 1984,
just two years after earning his bachelor's degree in finance from
the University of Virginia School of Business. In 1986 he received
the professional designation of Certified Financial Planner from
the College for Financial Planning in Denver.
A current member
of the International Association for Financial Planning, Mr. Reynolds
is a well-known and respected speaker on a wide range of financial
subjects. He also conducts a popular series of financial workshops
throughout the year that help people understand the financial planning
process and make better financial decisions.
Jim Taylor is
an estate planning attorney and a Registered Investment Advisor
who specializes in financial planning, estate conservation, and
asset management. He is a senior partner at Reynolds & Associates
and has more than 15 years experience in personal and business financial
planning.
Mr. Taylor graduated
from the University of Colorado in 1978 with a bachelor's degree
in economics and from University of Oregon Law School in 1982. He
practiced law in Oakmont with two prestigious law firms prior to
joining Reynolds & Associates in 1990. In 1994 Mr. Taylor became
a Registered Investment Advisor with the Securities and Exchange
Commission and the Department of Corporations Securities Division.
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Our
Calendar
January 2001
Jan. 12
Tax Planning Workshop
7:00 p.m. to 8:30 p.m. at the offices of Reynolds & Associates
Jan. 14
Complete Financial Management Workshop
6:30 p.m. to 9:30 p.m. at Oakmont Civic Center
Jan. 18
Client Fiscal Fitness Week
February
2001
Feb. 9
Charitable Giving Workshop
7:00 p.m. to 8:30 p.m. at the offices of Reynolds & Associates
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Left
Disclaimer
Products are offered through (BROKER-DEALER
NAME GOES HERE). Member NASD, SIPC, 121 Lincoln Ave, Suite 100,
Oakmont, CA 92101
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Right
Disclaimer
Mutual funds,
annuities, stocks, and other investments available through (BROKER-DEALER
NAME GOES HERE) are not insured by the NASD, SIPC, nor are they
obligations of or guaranteed by (BROKER-DEALER NAME GOES HERE) or
any other affiliated entity. Such investments will fluctuate in
value and are subject to investment risks including loss of some
or all of the principal. Before proceeding further, please be advised
that at present Mark Reynolds is licensed to discuss with and/or
offer financial services and/or investment products with residents
of AZ, CO, CA, OR, WA, and WI. If you are a resident of any other
state, please note that it is a simple and expeditious procedure
for Mark Reynolds to become licensed in other states because he
holds Series #7 and Series #63 licenses. Under normal circumstances,
this licensing procedure takes only 24 to 48 hours.
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©
2001 Emerald Publications
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