Anthony  Reynolds

Anthony Reynolds

| CFP®

CoreTegic Capital

(319) 804-9392

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Fee-Only Financial Planner Located in Cedar Rapids, IA Serving Clients Locally and Across the Country

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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1203 Deer Run Dr NE
Cedar Rapids, IA 52402

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Anthony Reynolds is a fee-only financial planner located in Cedar Rapids, IA serving the greater Iowa City, and North Liberty area, and clients across the country.   CoreTegic Capital specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Anthony Reynolds is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Hello, my name is Anthony. Most people call me by my first name, except when I’m in uniform. Then it’s Captain Reynolds or just “Reynolds”.

That’s because when I’m not helping clients plan for their financial future as a CERTIFIED FINANCIAL PLANNER™, I hold a position as company commander in the Iowa National Guard.

At my core, I love helping people and I love planning. I coach individuals and families on how to devise a plan for their financial future and I feel pride in shaping the careers of young soldiers as a company commander (the most humbling experience you’ll ever have). If I’m not doing one of those things, you’ll find me geeking out by showing people how their new tech gadget can help improve their lives. I’m proud to say I’m a CFP®, a veteran and a lover of technology.

A LITTLE ABOUT MY HISTORY

I was born in Massachusetts, did a short stint in North Carolina, traveled up to a tiny little town in southwest Wisconsin called Cassville, then transferred my senior year of high school to Dubuque Hempstead in Iowa.

In the spring of 2002, I decided to forego my first semester of college and enlisted in the Infantry of the Iowa National Guard. When I returned from basic and advanced individual training in Fort Benning, Georgia that November, I enrolled in college only to find out that our unit had been selected to deploy to the Sinai in Egypt. I was pulled out of college classes and at the ripe age of 19, I was relocated to Egypt to conduct a peace-keeping mission.

Our unit returned in early February of 2004 (yup, another semester of college foregone). No worries though, I was able to knock out some college credits while deployed. It took a lot of hard work and patience, but a little bit goes a long way, right?

I returned to my college journey at Kirkwood Community College in the fall of 2004 and juggled the military and my studies until our unit was chosen to deploy to Iraq and I had to leave again. We trained in Mississippi for six months before relocating to Iraq in March of 2006, where a 12-month deployment turned into one that lasted 22 months.

In the spring of 2008, I decided to take my GI Bill and earnings from the deployment and leave the Iowa National Guard (but not for long, continue reading). The goal was to focus on my studies.

I dual enrolled at Kirkwood and the University of Iowa for one year (to this day I still highly recommend dual enrollment if possible if you’re looking for an economical way to knock out some required coursework for a fraction of the cost) before attending the U of I full time.

But then it happened. I started to miss the camaraderie and leadership opportunities that the Iowa National Guard provided. In 2009, I contracted with the University of Iowa Army ROTC and was awarded a scholarship. In August of 2010, I graduated from the Tippie College of Business with a degree in finance, a minor in marketing, and I  was commissioned as a second lieutenant in the Iowa National Guard as a quartermaster officer.

To date, I’ve worn many hats in the military, including platoon leader, executive officer, plans operations office and now I’ve accepted the challenge of wearing the hat of commanding officer.

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Course of Action

Our process can put you on the road to pursuing wealth planning success. Whether you are still building assets, beginning to transition from wealth accumulation to retirement or planning a legacy for your loved ones, I can help you get on the right path to finding the right strategies for investing.

STEP 1 – UNDERSTAND GOALS AND CURRENT PLANNING

Before we make any recommendations, we spend time getting to know more about what you need when it comes to your financial future. We talk about life goals and when you want to meet those, then clarify investment objectives, discover risk preferences, look for tax considerations, understand family concerns and establish your philanthropic objectives.

STEP 2 – ANALYZE, EVALUATE, AND RECOMMEND

We’ll present a detailed analysis of your current situation, along with recommendations for action, solutions and strategies.

STEP 3 – IMPLEMENTATION

We begin to execute the strategies you agreed to in Step 2 once you give your approval to do so.

STEP 4 – MONITOR AND ADJUST

We continually monitor your investments and strategies, looking for changes in performance, risk characteristics, investment style and investment management organizations. We meet with you regularly to review results and are always available to talk to you about concerns and answer questions.

STEP 5 – COMMUNICATION

A key part of helping you work toward your financial goals is communication. We are committed to keeping you informed of investment strategies and decisions, as well as how critical market and economic factors may influence your investment portfolio.

And remember, we have a PROFESSIONAL RESPONSIBILITY to comply with regulations including appropriate registrations, adherence to an ethical code that is applied to product decisions as well as client service, appropriate team management and continued technical education. We work for you with the highest of ethics.

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