Financial Planning Services
Dornell Reese Jr. Insurance Agency is committed to serving the needs of
Middle America. We focus on understanding your dreams so we can provide a secure
future for our customers through cost effective Financial Planning Services that help meet a
lifetime of needs. Whether it’s protecting loved ones, providing
for college or saving for retirement, Dornell Reese Jr. Insurance Agency has
the resources to meet your financial planning services needs.
INVESTMENTS
Dornell Reese Jr. Insurance Agency represents some of the largest retirement
savings companies in the United States.
ANNUITY PRODUCTS
Fixed and variable annuities can provide value and long-term financial protection for
you and your family. We can help you decide which type is suitable for you.
MUTUAL FUNDS
Mutual Funds are an excellent way to invest your money for the future by providing
broad diversification and professional management in one convenient financial services vehicle.
RETIREMENT FINANCIAL PLANNING
Individual Retirement Account (IRA)
Whether it’s a 401(k), 403(b), 457, SIMPLE and SEP, Dornell Reese Jr.
Insurance Agency has retirement programs to suit your needs. We also offer
individual retirement plans like Traditional, Simple, and Roth IRA’s.
COLLEGE SAVING PLANNING
529 Plans
With a 529 Plan, you can save for anyone (your child or grandchild, a niece
or nephew, a friend or even yourself). You can contribute up to $12,000
($24,000 for married couples) annually without gift-tax consequences.
Earnings can grow tax-free. Additionally, there are other educational
savings programs that Dornell Reese Jr. Insurance Agency can make available
to you.
Call us today or come by to discuss your long-term financial needs.
Dornell Reese Jr Insurance Agency
7605 McCallum Blvd Suite 201
Dallas, TX 75252
972-381-7500
info@dornellreeseinsurance.com