With over 30 years of experience, Lynn specializes in financial services, estate preservation and retirement planning. He focuses on risk managed strategies with goals of reasonable growth over full market cycles, while reducing taxes and creating income strategies to help ensure his clients never run out of money. Lynn was featured in the December 16, 2013 issue of the Forbes Magazine as a Michig
an Financial Leader. Reed Financial Services., Inc., is a local family-owned and operated financial services company with offices in Muskegon and Newaygo, Michigan. For over three decades we have been proudly serving local individuals and families in Western Michigan helping them to reduce financial uncertainty, accumulate and preserve assets and protect what is most cherished. We believe that education is key to financial success, and therefore a vital component to how we approach client relationships. As Investment Advisor Representatives, we have a fiduciary responsibility to our clients which means that by law we are required to act in your best interests and not our own. DANIEL PEACOCK
Investment Advisor Representative
Dan graduated with honors from Davenport University with a Bachelor’s Degree in Finance. Along with other financial seminars, he teaches Dave Ramsey’s Financial Peace University locally and, like Dave, he firmly believes that an advisor should have a teacher’s heart. Dan believes that it is vital to understand your personal income strategy and how it will assist you in achieving your retirement goals. He aims to create a retirement strategy that includes a diversified portfolio of financial products to ensure that his clients never run out of money in retirement. JULIE REED
Office Manager
Julie is Lynn’s wife and has been our dedicated office manager since 2009. She wears many hats including coordination and execution of all our client and marketing events, and providing excellent customer service to our valued clients. Still have questions? Reed Financial Services does not provide tax, legal or Social
Security advice. Contact us today to schedule a complimentary, no-obligation financial assessment so we can help answer any lingering questions you may have.
2112 N Roberts Rd
Muskegon, MI 49445
Phone: 231 747-9114
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to the BCM firm brochure, the ADV 2A page 4, for additional information.
