Jerry Reed

Reed Financial offers services for individuals and businesses in all areas of financial planning. RETIREMENT PLANNING - Making the most of your employer-sponsored retirement plans and IRA's. Determining how much you need to retire comfortably. Managing assets before and during retirement. TAX MANAGEMENT - Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists. ESTATE PLANNING - Reviewing your wills and trusts. Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. RISK MANAGEMENT - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. EDUCATION FUNDING - Recommending investment and accumulation strategies to help pay for your children's education. INVESTMENTS - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investments vehicles to help you reach and exceed your goals. EMPLOYEE and EXECUTIVE BENEFITS - Helping your business attract and retain qualified employees through benefit packages. Added Services: *One on One Service from our entire team of planners. *Daily tracking & monitoring of your accounts. *Quarterly Newsletters *Quarterly Service Calls *Annual reviews & summary of your accounts.

Jerry M. Reed is a resident license in Florida with a concentrated practice in the counties of Pinellas and Hillsborough. He is Non-Resident licensed in the following states: NC & WA Licensed Life & Health agent, Series 6, 7, and 63, and is a Registered Investment Advisor (RIA). Compensation paid via Fee and Commission Career Highlights After career in Major League Baseball, many of Jerry’s past teammates approached him for advice on personal financial planning. This was his first real introduction to the financial services industry and Jerry has been in the business of giving advice ever since. Jerry offers the following lines of insurance and financial products: Life Insurance Retirement Planning Estate Planning Personal Financial Planning Investment Planning Tax Planning * Specialties include Retirement and Personal Financial Plans Client Support and Service Jerry meets with his clients at least once a year, but does consult with them at least twice a year to review any changes that may impact their financial situation. He considers himself a problem solver not a product salesperson. He reviews each client’s situation and comes up with a prudent strategy to protect the assets of his clients while providing security and wealth. Most Gratifying Aspect of Being an Advisor Jerry is most gratified in hearing the level of trust that his clients place in him with their financial future. A Client’s Personal Story Jerry tells of a client who passed away about four years ago. Before his death, the client had done very well in variable investments. Upon his client’s death, Jerry advised his wife to switch her strategy to a more conservative approach. In the spring of 2008 she moved money into guaranteed products. During the meltdown of 2008, this particular client did not lose any money. Giving Back Jerry gives back to his community by working with local church ministries, sponsoring youth athletic groups and being a member of local community groups. In addition, Jerry volunteers as a public member on a judicial grievance committee. If you’d like to talk with Jerry Reed or schedule an appointment, please contact him at: Office Phone: 727-517-7474 Cell Phone: 727-642-8190 Email address: JReed31@earthlink.net