Kyle Reep, Scott Elliott and Heidi Agnew
At the Reep / Elliott Group, financial advisors with D.A. Davidson & Co., we help our clients by working together to develop a plan that positions them to live the style of retirement they want.
Whether traveling, leaving a legacy, having a sustained income stream, or achieving other retirement goals, we work with you to determine the cash flow necessary to make your dreams a reality.
Each of our team members has over 16 years of industry experience, providing us valuable insight into the multi-faceted, dynamic cycles of the market. We also have access to our firm’s team of wealth planning, retirement plan services, insurance, trust, and research professionals, allowing us to provide a comprehensive and customized plan for you and your family.
We intentionally limit our client base to provide clients with the time and service they deserve; this year we plan to add just 10 new families.
As our valued client, we look forward to helping you as your trusted financial partner through all stages of your investment and retirement life.
Newsletters
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
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Business Owners: Should You Organize as an LLC?
Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Donor-Advised Funds Combine Charitable Impact with Tax Benefits
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.