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 3 CERTIFIED FINANCIAL PLANNERTM professionals and 1 advisor on his way to earning the CFP® designation
  • 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 PLANNERTM 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.