Reagan Companies
Asset Management Inc.



8 E. Main Street
Marcellus, NY 13108





Getting You There.....the process

Getting You There is our unique investment process that is tailored around your financial goals and achieving them.  Goals may be funding a comfortable retirement, buying a vacation house or endowing your favorite charity.  Whatever the goal, we look  to where you want to end up, and then design a detailed, systematic and ongoing approach built around
                                                       “Getting You There”.











1. Initial information received and entered into our Financial Snap-Shot System

  • With the information from the Snap-Shot we are able to ask more productive questions at our first meeting and learn all about you

  • After you become a client we regularly update the information and the plan

2.  Investment Blueprint

  • Investment Screening System – Using information gathered prior to and during our first meeting we get right to work using  all of the tools necessary to create your Blueprint

  • Investment Blueprint lays out our goals and actions

  • Getting You There – we discuss this system and how it works

3.   Proactive Investment Monitoring

  • Regularly Scheduled Reviews

  • Ongoing Independent Analysis

  • Watch Lists