Reuscher

John Reuscher, ChFC, leads Reuscher Financial Group, a financial planning practice that builds a long-term plan first and then sets the investment portfolio to match it. The portfolio is built on asset class investing with maximum diversification, and it is rebalanced to keep the chosen allocation in place. The team also coordinates insurance, wills and trusts, taxes, and real estate and mortgage transactions, often working with a client's own attorney or accountant.

Clients meet with John for regular reviews, since a plan needs ongoing attention as life changes. Meetings can be held by phone, on Zoom, or over coffee. Sherry Nave, the office assistant, handles scheduling and is usually the first voice callers hear. The firm also hosts monthly seminars. The office is on Reichert Avenue in Novato.