Reid L. Allen

Further information about Reid L. Allen:

Reid L. Allen, CFP(R), the founder of Income Architects, is a board recognized Certified Financial Planning professional. Income Architects is a financial planning firm specializing in retirement income issues for those accumulating assets for retirement, as well as, for those in the distribution phase of their assets.

For those of you who see the need for and the value of financial planning, investment or insurance advice, Reid's approach considers both sides of the balance sheet thus providing a cash-flow focus in designing ones blueprint for their financial house.

Reid's mission is to look beyond the single dimension of investments or insurance to find powerful, innovative ways to integrate and leverage all the pieces of your financial life thus creating solutions based on your entire financial picture.

Prior to founding Income Architects, Reid co-founded Interlink Financial Group, a comprehensive Tax and Financial planning firm. During that time he was responsible for developing and generating time tested investment and insurance strategies for individuals as well as small businesses. These strategies have become the cornerstone for his focus on "Designing and Building Retirement Income Solutions".

Reid is a graduate of San Diego State University where he obtained his bachelors degree as well as University of California, Davis where he studied Personal Financial Planning.

Reid has an enthusiastic passion for snow skiing and genuinely enjoys all outdoor activities. He resides in Roseville, California with his wife Suzanne and his two boys, Bennett and Keaton.

Designations:
CERTIFIED FINANCIAL PLANNER(TM)

Professional Affiliations:
Currently serves on Board of Directors - Financial Planning Association of Northern California

Community Service:
Big Brother for Big Brothers Big Sisters of Sacramento
Served on Board of Directors - Big Brothers Big Sisters of Sacramento

Compensation and Fee Structures:

We are an open architecture planning firm. This means that clients have the option of paying for the advice they want and need.

Licenses, Certifications & Affiliations:

Registered Investment Advisor with the State of California Dept of Corporations.
Securities Licenses 7, 63, 24
CFP

Education:

B.A. San Diego State University, 1989

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Further information about Income Architects:

(Size of firm: 0-9 advisors)

Income Architects is a independent Financial Planning firm focused on assisting clients with securing current or future incomes in retirement by providing strategies and recommendations based on their values and visions.