Accounts & Products

An IRA is a very valuable tax management tool for individuals wanting to effectively lower investment costs and gain access to a variety of investment options. Find out how you can earn and allocate funds for retirement by implementing smart contribution practices. Our IRA calculators will give you an idea of where you stand.

Changing jobs and need your old 401(k) plan transferred into an Individual Retirement Account? Or are you considering consolidating several IRAs into one cohesive account? Keep your savings secure and let us do the work for you.

Your small business is just as unique as you are and your retirement plan should be distinctive to fit your personal needs, while providing effective tax advantages. Let Walter J. Reyna, Inc. build a retirement solution today that promises a worry free future. Learn more using our retirement income calculator.

A college education is the most valuable gift you can give your child, but unfortunately, it is also the most expensive. Luckily, Walter J. Reyna, Inc. believes in the proactive approach of starting early and investing with purpose in order to make this a reality.

Thinking about your family living without you can be a stressful thought, but taking measures to ensure their happiness can lead to peace of mind. Let Walter J. Reyna, Inc. develop a plan that fits your needs today and the livelihood of your loved ones tomorrow. See our life insurance calculator to find out how much is needed to reach your goals.

There is no reason to be burdened by health costs when you work so hard to keep yourself and your family well. Walter J. Reyna, Inc. knows that a trip to the doctor involves monetary planning that begins now. Find the plan that works for your family.

Mutual funds are an ideal investment vehicle for the small investor looking to build a diversified portfolio of equities that they otherwise may not have access to. At Walter J. Reyna, Inc., we work diligently to compile and utilize research that uncovers the world’s strongest markets and then tailor a portfolio that fits your interests.

There are many advantages to owning an ETF: diversification of an index fund, ability to sell short, and purchasing as little as one share throughout the day. Walter J. Reyna, Inc. believes in smoothing out volatility in a portfolio by using alternative investments.

With over 60,000 publically traded companies in the United States, how do you know where to invest your dollars and see growth? Walter J. Reyna Inc. believes in allocating a portfolio based on the strongest markets as compared to the S&P (500). You can trust that your money is in good hands with our conservative money management methods. Stay informed on industry news by visiting our resources page.