Walter J Reyna Inc

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(956) 682-4196Call Visit WebsiteVisit Website Map & DirectionsDirections5315 N Mccoll RdMcallen, TX 78504 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Mcallen with Financial Planners

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Mission (13 miles)
San Carlos (14 miles)
Las Milpas (15 miles)

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AKA

Reyna, Walter J

Reyna Walter J CFP-Jefferson Pilot Securities

Reyna Walter J Inc

Other Links

http://walterreyna.com

https://walterreyna.com/contact

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Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

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Details

Phone: (956) 682-4196

Address: 5315 N Mccoll Rd, Mcallen, TX 78504

Website: http://walterreyna.com

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Walter J Reyna Inc

Tax Planning
Estate Taxes
Tax Services
Roth IRA
It is never too early to start saving for retirement and implanting various savings plans at a young age is one of the smartest things you can do. Both Traditional and Roth IRAs are typically more flexible than your standard 401(k) and both offer multiple tax advantage that add to your distribution amount.
Income Tax
With proper asset management tools like income tax reduction planning, college saving funds and estate plans in play, you are taking an active approach to shaping your future and the future of your family. We believe that in order to best define your future goals you must first have a strong understanding of monetary rhetoric. With this notion, we make one-on-one financial coaching a cornerstone of our business method, empowering you with the wisdom needed to make wise choices.

Investment Management
Wealth Management
After years of planning, investing and accumulating capital, many of our clients enter into the distribution stage of wealth management. The distribution stage is the period when you get to enjoy the wealth benefits from your assets—the reason for asset accumulation in the first place. However, it can also be a very scary time for many who fear running out of money.

Accounting Services

Financial Planning
When it comes to financial planning, our priority is simple: you. We are committed to helping you establish and move toward your financial goals. Everyone seeks financial planning for diverse reasons; many are investing to grow their income, some are looking to secure their children’s education, while others are saving for retirement. Whatever the objective, everyone wants to control their assets in a smart, proactive way that yields maximum results and protects against the uncontrollable.
Retirement Planning
We don’t know how much longer traditional pension plans will exist. There’s been a huge shift from employer-provided pension plans that paid retirees a steady stream of income (a defined benefit) to defined contribution plans. This change shifts the responsibility for ensuring lifetime income to the individual.
Asset Management
Many of the clients we serve are concerned with asset management— which is a very valid concern in today’s uncertain economic climate. Unfortunately, threats to the lifestyle you’ve worked hard to create can be inevitable if your assets are not managed properly. Thankfully, Walter J. Reyna, Inc. has formative strategies in place that will enable your assets to adjust to unfavorable winds of change. You can trust that our management philosophy will align with yours as we see capital preservation to be the ultimate consideration when it comes to managing risk properly.

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