Meet Your
Retirement Guide

Whether you’re still climbing toward the retirement summit or ready to make a safe descent, we’ll be with you every step of the way.
Financial Advisor Ken Reeves.

Meet Your Guide

Ken Reeves, RFC, CAS, CSS, CTS

Founder & President

“When I assist someone in creating a retirement plan, I’m not just crunching numbers; I’m helping shape the future of their dreams and securing their family’s well-being.”

Growing up, Ken witnessed many family members experience anxiety over their financial futures, particularly as they neared retirement. Seeing the impact his father, an insurance salesman for New York Life, had on the lives of his clients drove home the importance of early planning and having a sound financial strategy. Inspired by his father’s tireless efforts to bring about positive change in the lives of others, Ken eventually joined the industry as well. By specializing in retirement planning, he combines his passion for finance with his desire to guide individuals toward a future where they can confidently retire without fear of running out of money.

Unlike many financial professionals who require clients to have a certain amount of assets, when Ken joined the industry he was determined to help people like his own family members who didn’t have the same access to financial resources. He says, “Blue collar people are the heart of America. That’s who we want to take care of.”

Like his father, Ken worked for New York Life for a time before founding his own company in 2015. Today, he focuses on developing solid relationships with clients and using his deep understanding of their individual needs and goals to craft custom financial plans that prioritize risk management and reliable income in retirement. “Time is one of the most valuable assets in retirement planning,” Ken says. “The sooner you start, the more options and flexibility you will have down the road. Every year, every decision counts.”

A blue-collar worker himself, Ken worked construction while putting himself through night school at Jacksonville State University. He earned a bachelor’s degree in science and a master’s degree in public administration. He holds life and health insurance licenses as well as the Registered Financial Consultant, Certified Annuity Specialist, Certified Social Security Specialist and Certified Tax Specialist designations.

Through rigorous training, continuous education and hands-on experience, Ken has attained a wealth of financial knowledge, which he has shared with various media outlets. He has had articles featured on Fox News, ABC, NBC, Market Watch, Alabama Reserve, Wall Street Select and many more. He is also the host of Retirement Max Radio.

Ken and his wife, Malinda (Lindy), live in Jacksonville. Ken is the father of Benjamin (Kyle) and Lindy is the mother of Jonathan. Ken is an avid bow hunter and has been a member of Primos Hunting since 2000, traveling all over the U.S. representing them. If you don’t find him in the woods chasing turkeys, you will most likely find him on the golf course in his spare time. He also is a certified skydiver and scuba diver and has completed three half-Ironman triathlons and a full Ironman race.

Learn More About Ken Reeves

Malinda Reeves

Chief Operations Officer

Angie Lawler

Assistant

Start Reaching New Heights in Your Financial Journey

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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