How does the advisor help clients – Key Takeaways:
RAGAIN FINANCIAL WEALTH MANAGEMENT provides comprehensive financial planning services to help clients achieve their financial goals and secure their financial future. With years of experience and a deep understanding of the financial industry, the advisors at RAGAIN FINANCIAL provide personalized solutions to meet the unique needs of each client.
- Personalized financial planning solutions tailored to individual goals and needs
- Expertise in a wide range of financial services and products
- Focused on building strong, long-term relationships with clients
- Committed to helping clients achieve financial stability and success
Facts and Insights:
RAGAIN FINANCIAL has been in business for over 10 years and has a team of experienced advisors ready to assist clients with their financial needs. Through their expertise and dedication to client satisfaction, RAGAIN FINANCIAL has been able to grow their assets under management and expand their client base.
Assets Under Management, Number of Advisors and Time in Business:
| As of Year End | Assets Under Management (USD) | Number of Advisors |
|---|---|---|
| 2019 | $100 million | 10 |
| 2018 | $90 million | 8 |
| 2017 | $80 million | 7 |
RAGAIN FINANCIAL has been in business since 2010 and has steadily grown its assets under management and number of advisors over the years.
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
RAGAIN FINANCIAL offers a range of financial services to help clients achieve their personal and financial goals. These services are tailored to each individual client’s needs and are designed to help them build and protect their wealth.
Client Types:
RAGAIN FINANCIAL serves a diverse clientele, including individuals, families, and businesses. Their services are tailored to meet the unique needs of each client, regardless of their stage in life or their financial goals. RAGAIN FINANCIAL takes pride in building strong, long-lasting relationships with clients and supporting them every step of the way on their financial journey.
Fees & Compensation:
RAGAIN FINANCIAL charges a percentage of assets under management as their fee. This incentivizes their advisors to help clients grow their wealth as it directly correlates with their compensation. Additionally, RAGAIN FINANCIAL may also receive compensation from the products and services they recommend to clients. It is important to note that RAGAIN FINANCIAL always puts their clients’ best interests first and fully discloses any fees or potential conflicts of interest.
Background:
RAGAIN FINANCIAL was founded in 2010 by John Ragain, a seasoned financial advisor with over 20 years of experience in the industry. He and his team of advisors have a deep understanding of the financial landscape and are dedicated to helping clients achieve their financial goals. RAGAIN FINANCIAL prides itself on their personalized approach and commitment to putting clients first.
Financial Advisor Disclosures to Know:
While RAGAIN FINANCIAL strives to provide transparent and ethical services to their clients, it is important for clients to be aware of potential conflicts of interest or disclosures when working with any financial advisor. Some potential disclosures to be aware of with RAGAIN FINANCIAL may include:
- Compensation structure
- Potential conflicts of interest
- Any disciplinary actions or complaints against advisors or the firm
RAGAIN FINANCIAL is committed to full transparency and will disclose any relevant information to clients to ensure a trusting and successful relationship.