Serving You and Your Family

Meeting Your Financial Challenges

Our services are driven by your goals. We act as a fiduciary, staying focused on your interests and objectives. Rekow Management works closely with you as an independent advisor and a trusted partner.

We specialize in:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Retirement Income

Our partnership starts with a process designed to give us an understanding of your financial situation and your life goals. We work closely with you to craft a financial plan based on your individual needs. We’ll get to know you, and you’ll learn more about yourself. The planning process helps you gain a better idea of what you want to accomplish and a clear understanding of where you stand financially.

Whether you want to build assets for the future, transition to retirement now, or pass on the assets you already have, Rekow Management is ready to help with sound, professional advice. We can help you:

  • Create and preserve personal wealth.
  • Establish charitable legacies.
  • Increase your peace of mind.
  • Maximize wealth transfer.
  • Minimize the risk of financial catastrophe.
  • Manage your assets in a tax-efficient manner.
  • Ensure you have proper insurance planning.

You can benefit from a comprehensive financial plan designed to help you retire comfortably and support other financial needs such as children’s education, business succession, and estate planning.