Financial Planning

A Financial Plan Based On Your Goals

Creating the right financial roadmap requires you to know and understand your destination. Our customized financial plans are driven by your individual situation. Our initial interview session will include questions such as:

  • When do you expect to retire?
  • How do you envision life after retirement?
  • Do you want to leave an inheritance to your children and grandchildren?

At Rekow Management, a Certified Financial PlannerTM (CFP®) will craft a comprehensive financial plan for you based on our knowledge of your financial situation and life goals. Once you approve the plan, we’ll put it into action, from making appropriate investments to putting the right tax, insurance, and estate strategies in place.

An effective wealth management process does not stop there. Our long-term partnership includes regular monitoring of your investment results and other plan components. We will regularly review your plan with you, and make revisions based on changes in the economy and the markets or in your personal life.

Rekow Management has helped pre-retirees and retirees, medical professionals including physicians, chiropractors, nurses and dentists, attorneys and other professionals, and business owners turn their assets into retirement income for the long term. We have developed a broad range of investment and retirement income solutions, based on five basic models that we tailor to your individual situation.

Generating income in retirement is the heart of financial planning, and at Rekow Management we take a holistic approach, focusing on capital gains and tax planning as well as dividend and interest strategies.