Reagan Companies Asset Management Inc.

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Our Services

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

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.

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.