Our Services

Individuals

• We work with clients that are close to retirement, in retirement, or are building/have established a high net worth
• Our advisory team consists of all CERTIFIED FINANCIAL PLANNER® professionals   
• We all work as Fiduciaries, meaning that we put your interest ahead of our own
• During the process, we aim to create financial plans that are easy to understand and jargon free
• Once you are a full time client, we have proven systems of regular meetings, consistent portfolio management, and exceptional service that will give you confidence in reaching your goals

Corporations

• The Reagan 401k IDEAL is our unique management system for consulting on many successful, local, companies' retirement plans
• While 401k plans are the most popular, we also consult on Simple IRAs, Profits Sharing and 403b Plans
• Our staff of CERTIFIED FINANCIAL PLANNER® professionals are always available to assist your employees with any financial questions or concerns
• We work as 3(38) fiduciaries on the 401k plans we manage and take over the legal responsibility for selecting, managing, monitoring, and benchmarking the investment offerings of the plan. 

Getting Started

• On a limited basis we work with motivated savers looking for professional guidance on an hourly or per case basis
• The goal is to work with and help you grow into being a full time individual client of our firm
• This service is only offered to those not meeting our standard client requirements.  It is also subject to availability and joint agreement on the scope of the relationship.