Reid Meyer, CFP®
Financial Advisor
Helping professionals organize and achieve their financial priorities.
Reid and his team help professionals and families answer, “Am I doing the right thing? Are better strategies out there to maximize my financial health?”
His mission is to deliver financial clarity through personalized financial advice, serving as a resource and a financial mentor every step of the way.
Reid’s financial planning approach helps you feel confident in your financial decisions while living the life you want.
|
|
|
| You and Reid will have a brief virtual or in-person meeting to discuss working together. | Reid will create and present a draft financial plan for you both to discuss. | Once the plan is finalized, you and Reid will execute the plan and begin working toward your goals. |
Schedule a fit meeting
Discuss the plan
Execute the planAbout
Reid works with professionals and their families from diverse backgrounds as they pursue financial freedom. By utilizing a personalized and honest approach, he serves as a second set of eyes on his clients’ finances.
Reid works closely with Gaylen Harms and Patrick Olson as part of the Fortune Financial team. Fortune is a team of seasoned financial professionals who provide personalized, goal-based strategies and advice for individuals, corporate executives, business owners, and their families. Together, they help their clients pursue long-term financial success.
Reid lives in St. Louis Park, MN, and is a University of North Dakota alum. In his time away from the office, he enjoys traveling, cooking, weightlifting, and walking his dog, Coco. He is also an avid Minnesota sports fan, cheering on several professional teams from the state.
Advisor team
Gaylen J. Harms, CFP®, CLU, ChFC, CLTC, CPFA
Founding Partner of Fortune Financial
Patrick Olson, CFP®
Financial Advisor
Financial services
Jump to: Comprehensive fee-based financial planning | Wealth management | Debt management | Risk management | Liability protection strategies
Comprehensive fee-based financial planning
Experience a holistic approach to financial planning that accounts for all applicable parts of your financial situation. Changes in one area typically affect your entire financial picture, and with a plan in hand, you will be prepared for those changes as they come.
Wealth management
Reid coordinates your investments, insurance, and tax strategies to help increase your net worth over time. His investment approach aligns with your values and complements your tax strategy, enhancing your financial plan.
Debt management
From student loans to high-interest debt, Reid helps you navigate the refinancing and repayment process within your overall financial situation. This results in a debt repayment strategy tailored to you: manageable for today and strategic for your future.
Risk management
Protecting existing and future assets is a fundamental component of any wealth-building strategy. As an independent advisor, Reid recommends solutions from various carriers to help ensure you have the protections in place for a solid wealth foundation.
Liability protection strategies
Together, you and Reid will determine the best liability protection for your specific situation, ensuring you are adequately safeguarded in the event of damage to property other than your own.
Financial planning process
Schedule a fit meeting
First, you and Reid will discuss pursuing a professional relationship together. He will examine your current situation and answer any pressing questions you have about how to get on track for your goals.
Discussing the plan
If you choose to move forward, Reid will present his financial plan for you to review. He’ll explain how each part of the plan works and provide clarification as needed. At this stage, he can also make any edits you have to the plan.
Executing the plan
Once you and Reid have agreed on the financial plan, it’s time to create an action plan. As you work toward each goal, Reid will help you monitor your progress and make any adjustments to the plan over time.
Changes in your personal situation may also require adjustments to the plan, and Reid accounts for those changes as they come up.
Reid, Gaylen, and Patrick are investment advisor representatives of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.