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Cindy  Reese - Longview, TX
Cindy Reese
Financial Consultant - Private Client Group

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At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.
 
A New Tax Environment – Are You Prepared?
Gross federal debt has reached a record $12 trillion and the federal deficit has ballooned to more than four times its previous high.* Without making cuts to government services and entitlement programs enjoyed by many Americans, additional sources of revenue are likely needed to service this debt. As a result, income, estate and health care tax policies are changing. And current government leaders have indicated that higher income taxpayers will be asked to shoulder most of the burden. To help you understand your choices, RBC Wealth Management has prepared a new white paper: Preparing for a New Tax Environment — Guidelines to Help High Income Taxpayers Make Well-Informed Decisions . After you read the report, let’s discuss how the implications of the changing tax environment may affect your wealth management plan.


Insight On Recent Wall Street Reform
The recently enacted Dodd-Frank Wall Street Reform and Consumer Protection Act represents a major milestone in our economic recovery. To shed light on how the Act will help create a safer, sounder, more stable financial system, John Taft, CEO of RBC U.S. Wealth Management, has prepared an exclusive editorial that shares his perspective as a securities industry leader who helped shape responsible reform throughout the legislative process. Taft also shares why RBC Wealth Management’s tradition for responsible stewardship of client assets is a deeply held value you can always depend on in any market environment.


Value Statement
Drawing on my 34 years of experience in the fields of teaching and consulting, I work with businessmen, businesswomen and families to help them clarify their financial situations and goals. I then design individualized wealth management plans to assist them in reaching their goals. I utilize a variety of strategies including asset allocation, diversification and estate planning to help them grow, preserve, provide income and transfer wealth while minimizing tax consequences. I am able to provide a high level of service to clients by listening to their concerns, creating a plan that fits their needs and following through with regular and timely reviews.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.



Cindy Reese is currently registered to conduct business with residents of the following states: AZ, KS, NJ, NY, TX

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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09/03/2010