Financial Planning, Investments, & Insurance to

Create Your Ideal Life

Get practical guidance you can use to create the life you want.​

Making Financial Decisions Can Be Overwhelming

  • Financial Planning

    How much do I need to save? When can I retire? Can I afford my dreams?

  • Investments

    Which investments do I choose? How much do I put in each one? When do I need to change them?

  • Insurance

    What insurance do I need? Do I have the right amount? When is the best time to buy it?

Not having a financial plan can lead to sleepless nights and feeling constantly worried. We don’t want that for you. You deserve to have a financial plan that supports the life you want to create. Reid Financial has been helping clients with financial planning, investments and insurance for over 20 years. We can guide you too.

Contact us today.

Check the background of these financial professionals on FINRA’s BrokerCheck.

Your Next Steps

  1. Request a Free Consultation

  2. Attend a Discovery Meeting

  3. Execute your Customized Plan

Request A Free Consultation

Need financial guidance? Let’s work together in-person or virtually.

Contact us if you want to work with a team who will

  • Listen to you to understand your situation and your goals

  • Explain investments in terms you can understand

  • Collaborate with you to create a clear financial vision for the life you want

  • Provide a customized financial plan that optimizes your money and promotes peace-of-mind

  • Execute proactive risk management and investment strategies

  • Cultivate a long-term relationship with you through regular communication

Meet the Team

Work with an experienced team who cares about helping you create your ideal life.

For over 20 years Scott has provided financial planning and investment management for clients at various stages of life.

His wife, Lisa, joined Reid Financial in 2021.

​Stop the procrastination. Request a free consultation now.​

Many people find creating a financial plan and choosing investments too overwhelming. It’s confusing and time-consuming. At Reid Financial, we guide you step-by-step to create a financial plan that helps you optimize your money. This can give you peace-of-mind about your finances and more freedom to create the life you want.