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Create a More Financially Stable Life Without Worrying About Giving Up Your Dream Life

I’m Anthony Reynolds, CERTIFIED FINANCIAL PLANNER™, Iowa National Guard company commander and your new ally that will help you create your financial roadmap that provides you the financial freedom to live your life the way you want to without having to pay high commissions.

Schedule Your FREE 15 Minute Call!

Create a More Financially Stable Life Without Worrying About Giving Up Your Dream Life

I’m Anthony Reynolds, CERTIFIED FINANCIAL PLANNER™, Iowa National Guard company commander and your new ally that will help you create your financial roadmap that provides you the financial freedom to live your life the way you want to without having to pay high commissions.

Schedule Your FREE 15 Minute Call!

You Worked Hard for Your Money

You deserve more.

You deserve an advisor who will thoughtfully explain things in person.

No matter how much money you have saved.

All without worrying about paying high commissions.

Schedule a Call
We Care About You.
We Care About Your Family.
We Care About Your Goals.

Are you ready to work with a fee-only, fiduciary, CERTIFIED FINANCIAL PLANNER® to create your financial plan?

How It Works

We develop customized financial roadmaps for executives, high-earners-not-rich-yet, pre-retirees, and military veterans in transition to create a more financially stable life, without the worry of giving up their dream life.

Whether you are still building assets, beginning to transition from wealth accumulation to retirement or planning a legacy for your loved ones, we can help you get on the right path to finding the right strategies for your long-term financial independence.

1. Discovery
Anthony Reynolds, Certified Financial Planner, Cedar Rapids, Iowa, Financial Advisor, Cedar Rapids, Iowa, Millennials, Generation X, Generation Y

15-minute Discovery Session where we’ll determine if we’re a good fit

2. Create
Anthony Reynolds, Certified Financial Planner, Cedar Rapids, Iowa, Financial Advisor, Cedar Rapids, Iowa, Millennials, Generation X, Generation Y
  • We review your current financial data and define your short-term and long-term financial goals
  • We review specific strategies to address each of your financial goals
  • This is the time to ask as many questions as you need to make sure you understand the overall plan
3. Implement
Anthony Reynolds, Certified Financial Planner, Cedar Rapids, Iowa, Financial Advisor, Cedar Rapids, Iowa, Millennials, Generation X, Generation Y
  • Implementation Meeting is where we help you implement your custom financial road map
  • We may carry out the recommendations or serve as your guide, coordinating the whole process with you and other professionals, such as your attorney or CPA
4. Ongoing Unlimited Access
Anthony Reynolds, Certified Financial Planner, Cedar Rapids, Iowa, Financial Advisor, Cedar Rapids, Iowa, Millennials, Generation X, Generation Y
  • Planning your personal finances is a life-long process
  • We’re with you every step of the way
  • Unlimited on-going access to connect about any life-changing circumstances such as a pay raise, inheritance or engagement to ensure your plan remains on track with your goals
Schedule Your Discovery Session

Our Fees

Quarterly

% of Investments

Appropriate for clients with $250,000+. We manage your Nobel-Laurette designed investment portfolio, coordinate money-saving tax strategies, maximize your insurance policies, and keep you on track to reach your financial goals. We aim to deliver value that is worth multiples beyond the fee you are paying us.

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Annual Fee*

*annual fee is based on complexity

A great option for successful professionals who are building wealth in an employer-sponsored retirement plan. Our annual fee is based on the scope of work and is paid quarterly. The best part is, there is no minimum investment amount required! See, we told you that we are different!

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Our standard advisory fee is based on the market value of the assets under management and is calculated as follows:

Assets Under Management Annual Advisory Fee
$0 – $500,000 1% or minimum fee.
$500,001 – $1,000,000 0.90%
$1,000,001 – $2,000,000 0.80%
$2,000,001 – $5,000,000 0.70%

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

 

CoreTegic Capital Wealth Management is a fee-only financial planning firm located in Johnston, IA serving serving the greater Des Moines, IA area  area, as well as clients across the country. CoreTegic Capital Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions without the worry of paying high commissions.

Meet Your Financial Advisor

Hi, I’m Anthony T. Reynolds, CFP®, CHFC®. I started CoreTegic Capital because I discovered a huge hole in the financial planning industry. One that could eventually wreak havoc on our economy and the future of our country’s financial security.

The problem? I believe the majority of financial planners are leaving generations X and Y out of the picture and out of the conversation to focus on the older generations who have more money in the bank now.

I just knew I had to help. Read about my career path to learn how my leadership in the military and my educational training can help tailor you and your family’s financial future.

About Anthony
Captain Reynolds, Certified Financial Planner, Cedar Rapids, Iowa, Financial Advisor, Iowa

Meet Your Financial Advisor

Hi, I’m Anthony T. Reynolds, CFP®, CHFC®. I started CoreTegic Capital because I discovered a huge hole in the financial planning industry. One that could eventually wreak havoc on our economy and the future of our country’s financial security.

The problem? I believe the majority of financial planners are leaving generations X and Y out of the picture and out of the conversation to focus on the older generations who have money in the bank now.

I just knew I had to help. Read about my career path to learn how my leadership in the military and my educational training can help tailor you and your family’s financial future.

Captain Reynolds, Certified Financial Planner, Cedar Rapids, Iowa, Financial Advisor, Iowa
Learn More

Associations

Location

6165 Northwest 86th Street
Johnston, IA 50131
‪515.259.0813‬
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Contact

Anthony T. Reynolds, CFP©, ChFC©
anthony@coretegiccapital.com
CoreTegic Capital, LLC (“CC”) is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of CC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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