Today's investment climate offers unprecedented opportunities. At Reik Wealth Management, our mission is to help our clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals.
  • A well-defined plan for achieving those goals.
  • Ongoing advice to help adjust the plan when their needs change.

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short and long-term objectives.

On our site, you'll find valuable information for evaluating your current position and progress toward financial goals.  We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our site often, as our content is constantly changing.

For help with your financial management, or for more information on Reik Wealth Management, please contact us today. treik@reikwealth.com. 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

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