Bobby Reed : Wealth & Retirement Planning

Bobby Reed : Wealth & Retirement Planning Helping Families Invest Wisely & Retire Confidently. I’m Bobby Reed, born in Tulsa and raised in Owasso, Oklahoma.

My wife, Liz, and I are raising four active kids, and faith & family is at the center of everything we do. My professional journey began after playing collegiate baseball at the University of Arkansas at Little Rock, where I learned discipline, teamwork, and resilience—values that continue to guide my work today. After time in the business world and 14 years in vocational ministry, a significant p

ersonal health journey gave me firsthand insight into the real-world impact of health insurance and financial planning. Today, I help individuals and families bring clarity to their financial lives through coordinated insurance and investment planning. I hold Series 7 and Series 66 investment licenses and work as an independent advisor, specializing in retirement income planning, investments, Medicare, life insurance, disability insurance, and risk management. My approach is relational and process-driven, focused on education, alignment, and long-term confidence—helping clients make informed decisions at every stage of life

Bobby Reed offers products and services using the following business names: Midtown Wealth Management– insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments. AIC is not affiliated with Midtown Wealth Management name or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Maintaining appropriate cash reserves may help provide flexibility during retirement.Potential uses for cash reserves in...
08/31/2026

Maintaining appropriate cash reserves may help provide flexibility during retirement.

Potential uses for cash reserves include:
• Unexpected expenses
• Healthcare costs
• Short-term income needs

Every situation is different, but planning ahead may help reduce stress.
How many months of expenses do you feel like is a good amount for your emergency fund?

08/31/2026

Shoutout to the team at Reset Chiropractic who’s been helping me heal up this week!

Shock wave therapy ✅
Cupping ✅
Adjustment ✅
Encouragement ✅

Thanks doctor Brett Murray

They specialize in athlete recovery as well, so parents of high school athletes in NE Oklahoma, check them out!
Okies taking care of Okies

Market fluctuations are a normal part of investing.For many retirees and pre-retirees, having a strategy that aligns wit...
08/30/2026

Market fluctuations are a normal part of investing.

For many retirees and pre-retirees, having a strategy that aligns with your goals, time horizon, and income needs may help provide perspective during periods of uncertainty.

Staying focused on long-term objectives is often important.

Do you have any fear of volatility in retirement?

Let’s talk, and see if we can help develop a plan that gives you peace of mind.

918-215-2580 Text or Call.

Market fluctuations are a normal part of investing.For many retirees and pre-retirees, having a strategy that aligns wit...
08/29/2026

Market fluctuations are a normal part of investing.

For many retirees and pre-retirees, having a strategy that aligns with your goals, time horizon, and income needs may help provide perspective during periods of uncertainty.

Staying focused on long-term objectives is often important.
Do you have any fear of volatility in retirement?

Let’s talk, and see if we can help develop a plan that gives you peace of mind.
918-215-2580 Text or Call.

When was the last time you reviewed your beneficiaries?Major life events such as:• Marriage• Divorce• Birth of grandchil...
08/28/2026

When was the last time you reviewed your beneficiaries?

Major life events such as:
• Marriage
• Divorce
• Birth of grandchildren
• Retirement

Any of these events may be a good time to review account beneficiaries and estate planning
documents.

Contact me today to schedule a courtesy review. 918-215-2580

When was the last time you reviewed your beneficiaries?Major life events such as:• Marriage• Divorce• Birth of grandchil...
08/27/2026

When was the last time you reviewed your beneficiaries?

Major life events such as:
• Marriage
• Divorce
• Birth of grandchildren
• Retirement

Any of these events may be a good time to review account beneficiaries and estate planning documents.
Contact me today to schedule a review. 918-215-2580

Had a great lunch and review with these dear friends who are also retirement investing & income clients. Always top notc...
08/27/2026

Had a great lunch and review with these dear friends who are also retirement investing & income clients.

Always top notch food and service at Hideaway Pizza




Healthcare expenses are an important part of retirement planning.Areas to consider:• Medicare enrollment timing• Supplem...
08/26/2026

Healthcare expenses are an important part of retirement planning.

Areas to consider:
• Medicare enrollment timing
• Supplemental coverage options
• Prescription costs
• Long-term care planning

Preparing in advance can help avoid surprises later.
Which area do you feel most prepared for?

Have questions? Text or Call at 918-215-2580 to setup a courtesy review.

Tonight I did a financial planning review with a special someone 🥰 at dinner before her tumbling practice. She’s 12 year...
08/25/2026

Tonight I did a financial planning review with a special someone 🥰 at dinner before her tumbling practice.

She’s 12 years old.

Already has $1200 invested and $1000 in savings.

Shes got a great start!

Every time our kids came into $, we established rhythms of “Give. Save. Spend.” As you can see, it has added up quite nicely for her.

I can help with minor accounts, college savings for kids and grandkids, etc.

Don’t wait!

Start the effect of compounding gains!



918-215-2580 text or call and leave a message

The age you choose to begin Social Security can affect your monthly benefit amount.Important ages to understand:• Age 62...
08/23/2026

The age you choose to begin Social Security can affect your monthly benefit amount.

Important ages to understand:

• Age 62: Earliest eligibility
• Full Retirement Age: Full benefit amount
• Age 70: Maximum delayed retirement credits
Each person's situation is unique, and timing decisions can have long-term implications.

If you would like to discuss your unique situation text or call 918-215-2580

Address

Tulsa, OK

Alerts

Be the first to know and let us send you an email when Bobby Reed : Wealth & Retirement Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Bobby Reed : Wealth & Retirement Planning:

Shortcuts

Share