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Retirement Readiness

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609-486-5073

Live Fully. Retire Confidently.

For Cape May and Atlantic County families nearing retirement

Wondering If You're Ready to Retire? Start With the Enjoyable Retirement Solution™

Our trademarked process looks at your income needs, insurance considerations and lifestyle desires, so your plan is built around the retirement you want to live. The first step is a complimentary Retirement Readiness Review, and we'd love to meet you in person at our Marmora office (phone and video work too).

Request Your Complimentary Retirement Readiness Review

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The Enjoyable Retirement Solution™

Our Enjoyable Retirement Solution™ takes a holistic approach by evaluating your income needs, insurance considerations and lifestyle desires. Your plan covers six areas that shape how retirement feels from one year to the next.

 

Sequence of Return Risk

"What if the market drops right after I retire?"

The order of market ups and downs can matter as much as the average. We look at how your withdrawals and investments work together, especially in the early years.

Social Security Claiming Strategies

"When should I claim Social Security?"

Your claiming age can change your monthly benefit for life, and for married couples it can affect both of you. We walk through the timing options with you.

Inflation

"Will my income keep up as prices rise?"

Retirement can last for decades. We plan for rising costs so today's budget isn't the only number your plan is built on.

Long-term Care Costs

"How would we pay for care if we need it?"

Care at home or in a facility can be one of the largest costs later in life. We help you think it through before a decision has to be made.

Taxes*

"How much of my withdrawals will go to taxes?"

Which accounts you draw from, and when, can affect what you keep. We coordinate with your tax professional as part of your plan.

Preservation of Principal**

"How do I balance growth with keeping what I've saved?"

We talk about how much risk feels right for you, so your investments fit your comfort level and your income needs.

*[Tax footnote from the Enjoyable Retirement Solution™ page] **[Principal preservation disclosure, pending Kestra]

Our Five-Step Process

 

Initial Conversation

We take the time to understand your needs and to see if we're a right fit for each other.

Your Retirement Readiness Review

Get Acquainted

If you choose to partner with us, we want to build rapport and a deeper understanding of your background and goals.

Review Needs

We want to comprehensively understand and clarify your specific needs.

Plan Design

We create a concrete plan or design that addresses your needs and aligns with the agreed-upon objectives.

Ongoing Partnership

We maintain and build upon our relationship through continuous support and collaboration.

Independent. Experienced. Jersey Shore Local.

 
Headshot: Eric
T. Eric Reich, CFP®President & Founder

More than 28 years helping families plan for retirement. Hear him Mondays on 1400 AM WOND.

Headshot: Kyle
Kyle McClurePartner & Financial Advisor

More than 13 years in the industry, born and raised in South Jersey, and a youth coach in Upper Township.

Headshot: Jodie
Jodie M. Booth, CFP®Financial Advisor

More than 22 years in the industry. Jodie believes listening comes first and leads our Women & Wealth workshops.

Headshot: Braiden
Braiden ScarpaAssociate Advisor

A Cape May County native with an economics background and a personable, practical approach.

Meet the Full Team

Why Families Choose the Enjoyable Retirement Solution™

 

Tailored Financial Planning

We understand that no two retirements are alike, so your plan starts with your goals, your family and your timeline.

PHOTO: couple at kitchen table

Experienced Guidance

With years of experience in the financial industry, our team offers strategies designed to help safeguard your savings and help increase retirement income.

PHOTO: advisor meeting (team photo)

Confidence in Your Plan

You'll know what your plan covers and why, and nothing happens without your knowledge and agreement.

PHOTO: Shore lifestyle

Room to Enjoy Retirement

Planning makes room for what you're retiring for, from travel and hobbies to time with the grandkids.

PHOTO: active 55+ at the beach

We're Upfront About How We're Paid

We choose to be independent, and all of our initial face-to-face meetings are complimentary. If you decide to work with us, we'll walk you through how our fees work before you commit to anything.

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How We Are Compensated

Download Your Free Retirement Readiness Checklist

Not ready to meet yet? Start here. Our checklist follows the same areas as the Enjoyable Retirement Solution™, with short questions you can work through at your own pace, from Social Security timing to the life you want to live.

What is a Retirement Readiness Review?

It's the Initial Conversation in our five-step process and the first step in the Enjoyable Retirement Solution™. We take the time to understand your needs and see if we're a right fit for each other.

Does it cost anything?

No. All of our initial face-to-face meetings are complimentary, and there's no obligation to work with us afterward.

Who will I work with?

You'll have a dedicated advisor supported by our client service and operations teams.

Do we have to meet in person?

No. We can meet by phone or video. If you can, though, we'd love to welcome you to our Marmora office. Sitting down face to face is the easiest way to get to know each other.

Do I need to be close to retiring?

No. Some people start planning years ahead, and others come to us after they've retired. Starting earlier may give you more options.

What if something happens to Reich Asset Management?

Client assets are not held by Reich Asset Management. They're held through Kestra Investment Services and National Financial Services LLC, a Fidelity Investments company.

Where are you located?

Our office is in Marmora, NJ, and we work with families across Cape May County, Atlantic County and beyond.

Start Your Retirement Journey

Request your complimentary Retirement Readiness Review. You'll get an email confirming we received your request, and our office will reach out within one business day.

Request My Review