Broker Check

How We Can Help You

While our primary focuses are retirement planning and income planning in retirement, we offer a breadth of services to help our clients reach their financial and life goals. 

Enjoyable Retirement Solution

Enjoyable Retirement Solution

Our Enjoyable Retirement Solution takes a holistic approach by evaluating your income needs, insurance considerations and lifestyle desires. Our proprietary analysis can offer you a unique report and will help you navigate through retirement by developing a plan that addresses:

  • Sequence of Return Risk
  • Inflation
  • Preservation of Principal
  • Social Security Claiming Strategies
  • Estate Planning
  • Longevity Risk
  • Long-term Care Costs
  • Taxes*
Wealth Planning & Investment Services

Wealth Planning & Investment Services

  • Complimentary review of existing investments
  • Aggregation of all your accounts to simplify and reduce paperwork
  • Development of a personalized plan and portfolio and continual monitoring of your investments
  • Review meetings to update your financial objectives and reallocate your portfolio if necessary
Estate Planning

Estate Planning

  • Analysis of your current estate plan and potential tax liabilities
  • Assistance transferring assets to a trust if necessary 
  • Review of beneficiary designations and titling of assets
  • Analysis of your insurance needs
  • Family meeting to educate the next generation
  • Attorney recommendations
  • Guidance in the event of the death of a loved one
  • Charitable giving
Client Education

Client Education

  • Weekly radio show on 1400 AM WOND
  • The Reich Report-Weekly column in Shore Local Newsmagazine
  • Weekly Market Week Video
  • Special reports on important topics
  • Quarterly newsletters to keep you apprised of the most current planning options
  • Client appreciation events and educational seminars
College Planning

College Planning

  • Saving for college
  • Paying for college
  • Estimated financial aid eligibility
Insurance & Risk Management

Insurance & Risk Management

  • Analysis of risks and development of plan to manage them
  • Wealth transfer plan
  • Analysis of long-term care needs 
  • Disability income insurance evaluation

Contact Us Today to Schedule a Complimentary Consultation

Thank you!