Educating Clients on Financial and Investment Opportunities
Planned Asset Management is an independent firm providing comprehensive financial planning and investment management services to individuals, families, and small business owners. While first working in the accounting industry, Morrie W. Reiff, the firm’s founder, realized how many of his clients didn’t have a financial plan. With the desire to help people feel more confident about their financial future, he transitioned into the financial services industry and founded Planned Asset Management in 1985.
Today at Planned Asset Management, our team includes a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional with more than 50 years of combined experience in the financial services, tax, and accounting industries. Working closely with our clients throughout the financial planning process, we strive to empower our clients with the knowledge to understand the investment opportunities available and to pursue their financial goals. Through a strategic approach, our aim is to build long-lasting relationships with clients and always put their best interests first.
Our clients include individuals, small businesses, corporations, and charitable trusts. Whatever stage of financial planning they’re in, we believe that proper management is necessary for the continued growth and preservation of assets. Utilizing proactive strategies, we seek to help our clients develop diversified portfolios that grow with them over the years and through the many milestones in life.
Planned Asset Management's commitment to serve the client’s best interest has earned us the trust, confidence, and long lasting relationships we highly value.Please call us if you have any questions about our firm or the range of financial products and services we provide.