Sound, creative financial solutions with a personal touch
Reynard Financial Coaching, LLC.
Background
With over 25 years of experience working with clients in the financial industry, Bill Reynard's career started at The Vanguard Group in 1998. Bill Reynard has worked for three companies during his career before starting his own firm in 2021. Bill has worked with hundreds of clients as their 'first call' advisor, managed advisory teams, and actively participated in investment committees to name a few of his responsibilities over the years.
Now that Bill Reynard has started his own firm, he has established a unique service model allowing him to focus all his time for his clients, without any company distractions, unproductive meetings, or sales pressures from the bigger firms.
Services
Organize Budget & Plan
Set Up Your Personalized Financial Website.
Goal Planning
Prioritize Your Goals and their Funding.
Insurance Gap Analysis
Prioritize Your Goals and their Funding.
Small Business Planning
Set Up Your Personalized Financial Website.
College Savings Overview
Develop a Plan for One of Life's Largest Costs.
Retirement Savings Plan
Build a Savings Plan balancing Short- and Long-Term Goals
Retirement Income Optimization
Establish a Tax-Friendly Withdrawal Strategy
Legacy Planning
Prepare to Leave a Lasting Legacy
My Values
My values have been instilled in me from a young age as my parents taught me an 'others first' attitude. Viewing my professional relationships from the perspective of my clients drives me in every aspect of my work for them.
Transparency
Every client deserves full transparency on all aspects of this professional relationship, and I commit to starting that from day one.
Time
In an industry stretching advisors so thin with time, I commit to maintaining a smaller, manageable client base where my time is never compromised.
Teamwork
I have built a vetted group of financial specialists in my professional network in order to provide my clients the most thoughtful knowledge bank, best advice, and seamless execution of recommendations.
Testimonials
"Bill is always a phone call or text away. He responds quickly to our questions or concerns. We have the utmost confidence in his decision-making and planning. We would recommend his services to anyone seeking financial advice."
— Jay and Lisa Reinhardt
Contact Me
Please contact me if you would like help with any financial questions. We will schedule a complimentary consultation to start the process. Just provide your information below and I will respond promptly to schedule a meeting with you.