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Our Services

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

Enjoyable Retirement Solution-Retirement Income & Distribution Planning 

Our Enjoyable Retirement SolutionTM 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

  • 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

  • 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

  • Weekly radio show on 1400 AM WOND
  • The Reich Report-Weekly column in The Current and Gazettes of Atlantic and Cape May Counties
  • Special reports on important topics
  • Quarterly newsletters to keep you apprised of the most current planning options
  • Client appreciation events

Insurance and 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

*Neither Kestra IS or Kestra AS provide tax or legal advice