Meet the Planner
Knowledge, Trust, Integrity and Experience
As in any pro
fession, experience encourages success. Reed brings over 25 years of financial planning experience in assisting clients' pursuit of their financial goals. Reed is the founder and CEO of LifeStyle Financial Network, LLC serving clients through comprehensive financial planning, wealth management and with proactive personal service.
Reed started his career with a national insurance company as a life insurance agent. While there, he realized the company's quotas were more important than the needs of its clients. Seeing that this system was not serving the needs of the clients, he left the insurance company and enrolled in the College of Financial Planning where he earned his professional certification, CERTIFIED FINANCIAL PLANNER™ professional or CFP®. He also holds an additional professional designation, REGISTERED FINANCIAL CONSULTANT or RFC®.
Knowing that taxes have become a very large part of anyone's financial life, Reed has chosen to broaden his financial education by being a participant in the IRS's Annual Filing Season Program or AFSP where he is required to complete fifteen hours of tax education each year. He is also an LPL Registered Representative.
A native of Birmingham, AL, Reed and his wife continues to reside there where they share the love of family, music and travel. Married since 1979, the couple have five children and thirteen grandchildren.
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Getting to know Reed
Favorite Food: Anything with Blueberries
Favorite quote: “If it were easy, anyone could do it.”
Best piece of financial advice received: “Do not spend more than you make.”
Favorite holiday: Christmas
Favorite movie star: John Wayne
Hidden talent: Photographer
If Reed could meet anyone, past or present, it would be: Ronald Reagan
What motivates Reed: Helping people solve a problem
Place Reed would most like to visit: Alaska
Favorite book: Bible
Something on Reed's bucket list: Visit all 59 National Parks
Biggest accomplishment: Family
Email: reed@lifestylefinancial.net