Financial Planning

The first step to financial planning is choosing an experienced, trustworthy advisor. You're in the right hands here. Let's get to know each other.


Is it time to start planning?

The simple answer is yes. Whether you are starting your career, starting a family, or preparing for retirement, it is always the right time to start organizing your finances. A good financial plan ensures that the hard work you are doing today pays off well past tomorrow. The first step is finding the right financial planner. That’s where we come in. We hope you’ll choose Rearick & Company as your partner.


It’s more than just saving money.

A financial plan isn’t a savings account. It’s a blueprint for how to manage your wealth. It’s peace of mind. A safety net. It’s a promise you’ll be ready for whatever lies ahead.

  • Have a contingency plan for unexpected life events and expenses.
  • Be prepared for milestones like education, weddings or retirement.
  • Reduce the need to take on unnecessary loans, credit or debt.
  • Grow your wealth from sources outside of just your salary.


Meet our financial planners.

CFP® Certified

Our principals are CERTIFIED FINANCIAL PLANNER (CFP®) professionals. That means we are formally trained experts recognized by the Certified Financial Planner Board of Standards, Inc.

30 years of experience

We have more than 30 years of experience in the financial services industry. We continuously analyze market performance, trends and patterns to craft sustainable plans that work.

Personal service

We make our best effort to make talking about finances comfortable and easy for you. We take the time to make sure all of your questions are answered. We’re always just a phone call away.


Here’s how we’ll work together.


Define your objectives.

Tell us what the future looks like for you. We’ll take a look at your financial situation now compared to where you want to be, and set attainable goals to get there.


Design your plan.

Using your goals as a guide, our experts will develop a detailed financial plan tailored to fit your needs and designed to accomplish your objectives.


Implement your plan.

We’ll review the plan together to make sure you understand every piece and adjust if needed. Once you’re ready, we’ll work quickly to setup and launch.


Monitor, report, refine.

A financial plan is just the beginning. We continuously analyze performance of your investments. We’ll report progress and refine strategy to help reach the fullest potential.


More from Rearick & Company.

  • Tax Planning
  • Estate Planning
  • Education Planning
  • Business Planning & Acquisitions

Financial planning is just one of the many things the experts at Rearick & Company know best. We have more than 30 years of experience in financial services, working with funds of all sizes. Each client engagement is unique and each financial solution is completely custom. We can help with your whole financial plan, or just parts and pieces.

In addition to financial planning and investment management, we offer tax planning, estate planning, and education planning. We also serve investors and investor groups looking to own equity stake in companies. For more information about our additional services, contact us.

Ready to start your financial plan?

We’re ready to hear from you. Let’s start building your financial future together.