General Info

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 firmâ??s founder, realized how many of his clients didnâ??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.