We choose independence, so that our clients know our advice is always tailored to their needs and directly tied to their goals. Our Enjoyable Retirement SolutionTM evaluates your income needs, insurance considerations and lifestyle desires. Our professionals can help with one of the most important and one of the most expensive decisions you and your child will make.
At Reich Asset Management, we are committed to serving our clients by educating and empowering them to reach their financial and life goals. Within many families, two of life's financial hurdles center around college planning and planning for retirement. We often hear, "Can I afford to send my children to college?" or "When can I retire and live the life I want to live?".
At Reich Asset Management, we are committed to serving our clients by educating and empowering them to reach their financial and life goals. Within many families, two of life's financial hurdles center around college planning and planning for retirement. We often hear, "Can I afford to send my children to college?" or "When can I retire and live the life I want to live?".
Services
The premier financial services firm dedicated to helping clients reach an Enjoyable Retirement. The go-to financial advisors for parents dedicated to helping their children plan, finance, and attend college. We are the financial services firm dedicated to educating the Cape May and Atlantic Counties.
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. Our Enjoyable Retirement Solution takes a holistic approach by evaluating your income needs, insurance considerations and lifestyle desires.
We choose to be independent, so that our clients know our advice is always in their best interest and directly tied to their goals. We aim for transparency through our compensation structure and recommend strategies that are solutions-focused, not product-focused. Planning plays an important role in new client relationships.
A withdraw rate that is greater than the rate of return on a retirement portfolio can have a devastating effect. 57 percent of Social Security recipients take their benefits before reaching full retirement age. 1 in 1.4 people older than 65 will need long-term care, according to the U.S. Department of Health and Human Services (HHS).
If you and your high school aged child are just beginning the college search process, don't neglect the importance of finding school(s) that are the right financial fit. It can be easy to assume a school is too expensive after first glance at the sticker price, or that your family makes too much money, or that you're guaranteed to get merit aid from every school, or that every college will give you need-based financial aid.
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Alexandra Quinn
Dec 06, 2020
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