Collaborative Financial Consulting

Specialties

Collaborative Financial Consulting offer a unique approach to your personal and business financial needs by listening to you and prioritizing your short and long term goals. We view each client relationship individually and as a long-​term, collaborative relationship. Our thorough Envision, Plan, and Adjust approach to financial planning looks beyond the numbers to your dream. We begin by listening to truly understand your needs and define your goals. Then together, we’ll develop a plan to help you get there and track your progress along the way.

Services offered by Collaborative:

— Personal Financial Consulting: Retirement Planning, Investment Management

— Health, Life, Long Term Care and Disability insurance

— Fixed and Variable and Immediate Income Annuities

— Federal and State Tax Preparation and Reduction Strategies

We look forward to working with you!

History

Established in 2015.

Collaborative Financial Consulting is committed to build a long-​term relationship with you. Considering its far-​reaching implications, Our process begins in a fairly unassuming way: with an easygoing, confidential conversation between you and your partners and advisor (s). While we start with a single meeting, we recognize that your financial needs and objectives change over time. We serve clients consistently and thoroughly — with friendliness and professionalism.

This is not a cookie-​cutter relationship. Your advisor will listen to specifically what you want to accomplish and create a personal plan based on your discussion. As your situation changes over time, your advisor will continue to proactively assess your options and present recommendations.

Meet the Business Owner

Jason R.

Business Owner

Jason received a Bachelor of Science Degree from the Leonard N. Stern School of Business at New York University in New York. Upon graduation, Jason worked with McKinsey & Co., a premier global management consulting Firm for two years. While at McKinsey, Jason analyzed complex scenarios for the World’s largest organizations in private and public sectors and provided the tools necessary for the decision makers to act. In 2000, Mr. Reynolds became Vice President of Digital Business Products for real estate website, Home​store​.com (currently Move​.com).

From 2003 to 2010, Jason owned a Financial Advisory practice with Ameriprise Financial and was recognized by Ameriprise by achieving company awards presented only to the top 5% of the company. Since then, Jason has advised hundreds of families and businesses on how to growing and protect their wealth

Collaborative Financial Consultants stands among the elite practices in the country, serving personal clients and businesses.