Business Details
20 Years
experience
Your Trusted Partner for Financial Planning & Insurance Solutions
Reichert Financial has been dedicated to empowering individuals and families with comprehensive financial solutions since 2006. Our family-owned business specializes in crafting personalized financial plans, managing investment portfolios, and navigating health insurance complexities to align with clients' unique needs. With over two decades of industry experience, we prioritize transparency, client education, and long-term financial security.Our team combines generational expertise with modern strategies to help clients achieve their life goals, from retirement planning to intergenerational wealth transfer. We serve clients across multiple states, offering tailored guidance for both straightforward and complex financial situations while maintaining a commitment to ethical practices and client-centric service.
Services
Financial Planning
Investment Advice
Health Insurance
Insurance Products
Life Planning
Details
- Year established: 2006
Highlights and features
- Family-owned business with 25+ years of combined industry experience
- Personalized financial strategies tailored to individual life circumstances
- Specialized expertise in both financial planning and health insurance navigation
- Commitment to ongoing client education and transparent communication
- Proven track record serving diverse financial needs since 2006
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
We develop comprehensive financial plans tailored to individual life goals and family needs. Our approach combines investment management with long-term wealth preservation strategies. Clients receive ongoing portfolio monitoring and personalized recommendations to optimize financial outcomes while maintaining flexibility for life changes.
Investment Advice
Our investment advisory services focus on creating diversified portfolios aligned with risk tolerance and financial objectives. We employ active monitoring and periodic rebalancing to maintain optimal asset allocation. Clients benefit from access to various investment vehicles while receiving clear explanations of market performance and strategy adjustments.
Health Insurance
We simplify health insurance selection by analyzing individual medical needs and budget constraints. Our specialists compare multiple providers to find appropriate coverage options. Clients receive guidance on policy features, prescription coverage, and network limitations while maintaining continuity with preferred healthcare providers.
Insurance Products
We offer comprehensive insurance solutions including life, disability, and long-term care coverage. Our approach evaluates clients' financial obligations and family needs to determine appropriate protection levels. Clients receive comparative analyses of policy options while maintaining flexibility to adapt coverage as life circumstances evolve.
Life Planning
Our life planning services integrate financial goals with estate planning considerations. We coordinate with legal and tax professionals to create holistic wealth transfer strategies. Clients receive guidance on trust structures, charitable giving, and intergenerational wealth planning while maintaining compliance with current regulations.
People
James Reichert
Founder
With 30+ years in financial services, James established Reichert Financial in 2006. He developed expertise in comprehensive financial planning before transitioning leadership to his daughter while maintaining advisory oversight.
Jennifer Reichert
Successor Owner
Joining in 2009, Jennifer gained 11 years of hands-on experience before assuming leadership in 2020. She continues the family tradition of personalized financial guidance while implementing modern planning technologies for enhanced client service.
Questions
What financial services do you specialize in?
We specialize in financial planning, investment management, health insurance navigation, and comprehensive insurance solutions tailored to individual life circumstances.
Are you affiliated with any regulatory organizations?
Our investment advisory services operate through Osaic Wealth, a FINRA/SIPC member firm. We maintain strict compliance with all regulatory requirements.
How do you approach client financial planning?
We begin with detailed consultations to understand life goals, risk tolerance, and current financial status. This information forms the basis for customized, adaptable financial strategies.
Do you serve clients outside Ohio?
Yes, we serve clients in 23 states including California, Texas, Florida, and New York through virtual consultations and remote account management.
How are investment portfolios managed?
Portfolios receive active monitoring with quarterly performance reviews. We implement strategic rebalancing and provide transparent reporting while maintaining open communication about market changes.
What makes your health insurance service unique?
We focus on personalized coverage matching specific medical needs and budget constraints, helping clients maintain continuity with preferred providers while navigating complex insurance options.
