How does the advisor help clients – Key Takeaways:
REAGAN FINANCIAL PLANNING LLC serves as a trusted advisor to their clients, providing expert guidance and personalized financial strategies to help individuals and families achieve their financial goals. They believe in building long-term relationships based on trust, transparency, and open communication.
Facts and Insights
REAGAN FINANCIAL PLANNING LLC has been in business for over 10 years, offering a wide range of financial services to clients. With a team of experienced and knowledgeable advisors, the firm has accumulated assets under management of over $100 million. Through their extensive experience and deep understanding of the financial industry, REAGAN FINANCIAL PLANNING LLC is able to provide clients with valuable insights and strategies to help them navigate the ever-changing market.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 5 | 10+ |
Financial Services Offered
REAGAN FINANCIAL PLANNING LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
Client Types
REAGAN FINANCIAL PLANNING LLC works with a variety of clients, including individuals, families, and small business owners. They understand that each client has unique financial goals and tailor their services to meet those specific needs.
Fees & Compensation
REAGAN FINANCIAL PLANNING LLC operates on a fee-based model, meaning they charge a percentage of a client’s assets under management as their fee. This incentivizes the firm to grow their clients’ investments and ensure their success. They strive to maintain transparency in their fees and compensation structure and are always upfront with clients about any potential fees.
Background
REAGAN FINANCIAL PLANNING LLC was founded by John Reagan, a highly experienced financial advisor with over 20 years of experience in the industry. The firm was established with the mission to help clients achieve financial security and peace of mind by providing sound financial planning and investment strategies. With a team of expert advisors and a commitment to excellence, REAGAN FINANCIAL PLANNING LLC has built a reputation as a trusted and reliable financial advisor.
Financial Advisor Disclosures to Know
As a registered investment advisor, REAGAN FINANCIAL PLANNING LLC is required to adhere to strict regulations and make certain disclosures to their clients. These disclosures include potential conflicts of interest, how the firm is compensated, and any past disciplinary actions taken against the firm or its advisors. The firm takes these disclosures seriously and is committed to maintaining the highest ethical standards in all aspects of their business.