Reed Ranch Financial

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Reed Ranch Financial Helping Families Invest Wisely & Retire Confidently. Serving families and small business owners in Texas, Oklahoma, and Arizona.

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 personal 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.

Healthcare expenses are an important part of retirement planning. Especially right now during Medicare Annual Enrollment...
10/22/2026

Healthcare expenses are an important part of retirement planning. Especially right now during Medicare Annual Enrollment.

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?

To setup a quick courtesy review:

Call 623-734-2356
Text 918-215-2580
Email: [email protected]

Recently we traveled to Arizona to visit clients and friends. There are endless places you can find financial planning a...
10/18/2026

Recently we traveled to Arizona to visit clients and friends.

There are endless places you can find financial planning and investment advise. Especially if you are just looking for a transactional experience.

But my commitment to my clients is availability to serve them in any area they need, and to see them face to face.

Workplace benefits reviews.
401K rollover ideas.
Life insurance.
Investment advice.
Retirement income management.
Disability insurance.

Everything I do is centered around you, and not some plug and play thing. You can get that somewhere else and it will often cost you more 😉

In 2027, I’m looking to add 10 new investment clients.

Why only 10?

Because by adding clients slowly and methodically it allows me to keep my practice centered on serving my clients proactively, instead of reactively while I chase my tail.

If you are recently retired or will in the 10 years, and prefer a relational approach to such an important area of your life, let’s talk.

Email: [email protected]
623-734-2356 text or call.

Don’t wait until after the holidays. Let’s get started today.

https://www.ameritas.com/insights/term-insurance-for-business-owners/Good info for business owners. Insurance can protec...
10/17/2026

https://www.ameritas.com/insights/term-insurance-for-business-owners/

Good info for business owners.
Insurance can protect your family, your business, etc...but each situation is unique and there is no cookie cutter solution.

Here to serve your life insurance needs where we have access to any carrier in the nation, and will find what's best for you.

A business is often one of an owner's most valuable assets. Term life insurance can help support business continuity, succession planning, buy-sell agreements and business loan requirements. Read more about where term insurance may fit in a business owner's planning strategy.

10/12/2026

If you have Medigap Plan G or N, and live in Oklahoma, do you know about the birthday rule? If not, you might want to contact me.

Who you got?
10/06/2026

Who you got?

Who’s going ? I don’t like large crowds 🙂 Lines are too long everywhere and there’s no fast passes 😂
09/23/2026

Who’s going ?

I don’t like large crowds 🙂

Lines are too long everywhere and there’s no fast passes 😂

Happy birthday to one of our favorite clients, my son Dawson! He’s 17 now! Has nearly $5000 saved and invested before ag...
09/21/2026

Happy birthday to one of our favorite clients, my son Dawson!

He’s 17 now!

Has nearly $5000 saved and invested before age 18 💪🏽

Did you know most UPS stores are locally owned and operated franchises? Proudly supporting a local family and friend who...
09/17/2026

Did you know most UPS stores are locally owned and operated franchises?

Proudly supporting a local family and friend who owns the Owasso Store!

The UPS Store 2964

We love educators and support staff! It’s personal for us with my wife being a teacher and us having all 4 kids still in...
09/16/2026

We love educators and support staff!

It’s personal for us with my wife being a teacher and us having all 4 kids still in their schooling years.

Since it’s been so hot 🥵, today Reed Ranch Financial treated the entire staff at the Owasso 8th Grade Center with an ice cold custom order sonic drink.

This school has great leadership and we are thankful for Mr. Cooper and his admin team!

Address

Tulsa, OK

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