Planned Asset Management

History

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.

Specialties

We pride ourselves on our experience, professionalism and commitment to our clients. Working together as a team, our goal is to build trusted relationships with clients and develop strategies that can increase a client's income, minimize income and estate taxes, and increase their overall net worth, all with special attention paid to personal service.