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Tim R

CFP®, Series 63, Series 65

Lakewood Ranch, FL

Reik Wealth Management, Inc.

Timothy Reik is a CFP® professional with 28 years of experience in the financial services industry. He has operated Reik Wealth Management since 2005. Reik Wealth Management serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Annuities Doctor or Medical Professional Retired Dentist Self-Employed Founder/Business Owner Approaching retirement Retired Baby Boomers (Born 1946-1964) Divorced Christian Faith Based
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