Bobby Reed : Wealth & Retirement Planning

Bobby Reed : Wealth & Retirement Planning Helping Families Invest Wisely & Retire Confidently. I’m Bobby Reed, born in Tulsa and raised in Owasso, Oklahoma.

My wife, Liz, and I are raising four active kids, and faith & family is at the center of everything we do. My professional journey began after playing collegiate baseball at the University of Arkansas at Little Rock, where I learned discipline, teamwork, and resilience—values that continue to guide my work today. After time in the business world and 14 years in vocational ministry, a significant p

ersonal health journey gave me firsthand insight into the real-world impact of health insurance and financial planning. Today, I help individuals and families bring clarity to their financial lives through coordinated insurance and investment planning. I hold Series 7 and Series 66 investment licenses and work as an independent advisor, specializing in retirement income planning, investments, Medicare, life insurance, disability insurance, and risk management. My approach is relational and process-driven, focused on education, alignment, and long-term confidence—helping clients make informed decisions at every stage of life

Bobby Reed offers products and services using the following business names: Midtown Wealth Management– insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments. AIC is not affiliated with Midtown Wealth Management name or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Life changes. Goals change. Plans may need to change too.Regular reviews can help ensure your financial strategy remains...
09/07/2026

Life changes. Goals change. Plans may need to change too.
Regular reviews can help ensure your financial strategy remains aligned with:

• Retirement goals
• Income needs
• Tax considerations
• Family priorities

Planning is often a process, not a one-time event.

Keeping important documents organized may make life easier for you and your loved ones.Examples include:• Wills and trus...
09/05/2026

Keeping important documents organized may make life easier for you and your loved ones.

Examples include:
• Wills and trusts
• Insurance policies
• Account information
• Beneficiary details
• Healthcare directives

Organization is an often-overlooked part of financial planning.
On a scale of 1-10, how prepared do you feel?

Questions worth considering:• Do I know my retirement income needs?• Have I reviewed my tax situation?• Is my investment...
09/03/2026

Questions worth considering:

• Do I know my retirement income needs?
• Have I reviewed my tax situation?
• Is my investment strategy aligned with my goals?
• Have I considered healthcare expenses?

Sometimes asking the right questions is the first step toward building a plan.

Maintaining appropriate cash reserves may help provide flexibility during retirement.Potential uses for cash reserves in...
09/01/2026

Maintaining appropriate cash reserves may help provide flexibility during retirement.

Potential uses for cash reserves include:
• Unexpected expenses
• Healthcare costs
• Short-term income needs

Every situation is different, but planning ahead may help reduce stress.

How many months of expenses do you feel like is a good amount for your emergency fund?

Maintaining appropriate cash reserves may help provide flexibility during retirement.Potential uses for cash reserves in...
08/31/2026

Maintaining appropriate cash reserves may help provide flexibility during retirement.

Potential uses for cash reserves include:
• Unexpected expenses
• Healthcare costs
• Short-term income needs

Every situation is different, but planning ahead may help reduce stress.
How many months of expenses do you feel like is a good amount for your emergency fund?

08/31/2026

Shoutout to the team at Reset Chiropractic who’s been helping me heal up this week!

Shock wave therapy ✅
Cupping ✅
Adjustment ✅
Encouragement ✅

Thanks doctor Brett Murray

They specialize in athlete recovery as well, so parents of high school athletes in NE Oklahoma, check them out!
Okies taking care of Okies

Market fluctuations are a normal part of investing.For many retirees and pre-retirees, having a strategy that aligns wit...
08/30/2026

Market fluctuations are a normal part of investing.

For many retirees and pre-retirees, having a strategy that aligns with your goals, time horizon, and income needs may help provide perspective during periods of uncertainty.

Staying focused on long-term objectives is often important.

Do you have any fear of volatility in retirement?

Let’s talk, and see if we can help develop a plan that gives you peace of mind.

918-215-2580 Text or Call.

Market fluctuations are a normal part of investing.For many retirees and pre-retirees, having a strategy that aligns wit...
08/29/2026

Market fluctuations are a normal part of investing.

For many retirees and pre-retirees, having a strategy that aligns with your goals, time horizon, and income needs may help provide perspective during periods of uncertainty.

Staying focused on long-term objectives is often important.
Do you have any fear of volatility in retirement?

Let’s talk, and see if we can help develop a plan that gives you peace of mind.
918-215-2580 Text or Call.

When was the last time you reviewed your beneficiaries?Major life events such as:• Marriage• Divorce• Birth of grandchil...
08/28/2026

When was the last time you reviewed your beneficiaries?

Major life events such as:
• Marriage
• Divorce
• Birth of grandchildren
• Retirement

Any of these events may be a good time to review account beneficiaries and estate planning
documents.

Contact me today to schedule a courtesy review. 918-215-2580

When was the last time you reviewed your beneficiaries?Major life events such as:• Marriage• Divorce• Birth of grandchil...
08/27/2026

When was the last time you reviewed your beneficiaries?

Major life events such as:
• Marriage
• Divorce
• Birth of grandchildren
• Retirement

Any of these events may be a good time to review account beneficiaries and estate planning documents.
Contact me today to schedule a review. 918-215-2580

Address

Tulsa, OK

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