Reese Financial Management, Inc.

“We cannot direct the wind, but we can adjust the sails.”
-Bertha Calloway

Are you seeking retirement planning, asset management or estate planning services?  As a long time CERTIFIED FINANCIAL PLANNER ™ Professional I can help you integrate all these services for a better picture of your overall situation.  Our true Advisory relationship and fee-based services help to eliminate the conflicts of interest encountered in working with a broker or agent compensated by commissions on your investment purchases. 

We have provided brokerage services since 1980, financial planning since 1987 and unbiased, fee based investment management since 1992, through good markets and bad.  Take advantage of our many years of experience managing retirement plans, rollovers, trusts, inheritance and other investments.

Check out our Learning Center; its many financial calculators, dozens of research articles and monthly newsletters may suggest possible answers to some of your planning questions.  Use our forms to organize your financial data and help clarify your goals in preparation for our services.

 

Contact us by phone or email to arrange a confidential get-together in either of our offices, you’ll find the atmosphere very informal and easy going.  There is never any charge or obligation for our initial meeting. 
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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