Reese Financial Management, Inc.

Welcome to our web site!  You are most likely here because a friend or relative suggested you might benefit from our services, as that has always been our primary means of meeting new people.  Relax and explore the site; use it as a resource.  Check out our Learning Center with its many financial calculators, dozens of research articles and constantly updated array of monthly newsletters to help you find answers to some of your planning questions. 

Many people realize the need for unbiased professional help managing their inheritance, retirement plan rollovers and other investments, as well as assistance with and review of their financial, retirement and estate planning.  When you find yourself at that point, whether your present financial phase is Accumulation, Preservation or Distribution, you are ready for our services. 

If we’ve piqued your interest, contact us by phone or email to arrange a get-together in our office.  You’ll find the atmosphere very informal, laid back and easy going.  I’ve offered investment services since 1980, and managed accounts since 1992, through good markets and bad.  Take advantage of those years of experience!  Let’s find out if we can be comfortable enough with each other to enjoy a long-term business relationship.