INVESTMENT MANAGEMENT

As an ongoing service that is constructed in conjunction with the overall Financial Plan, Reagan Financial Planning, LLC, also offers an Investment Management fee based option, which is a separate ongoing service that evaluates your overall investment portfolio assets under management. This service includes constant monitoring and investment recommendations based on the current economic and market conditions, as well as the specific personal life stage conditions of the particular client. At Reagan Financial Planning, LLC, we have experience in designing individually customized investment portfolios to help our clients grow their assets, protect their wealth, provide for their families, and generate retirement income. Our principled approach as long term investors is to avoid chasing fads and short-term returns, or trying to time the market. We build broadly diversified portfolios that provide targeted exposure to asset classes that are most likely to generate superior returns over time.

We place special emphasis on making sure that your portfolio is appropriate for your long-term goals and adheres to your tolerance for risk. Reagan Financial Planning, LLC, will implement strategies that utilize low-cost institutional stock and bond funds in a tax aware manner, and we will recommend when rebalancing of your portfolio is needed to take advantage of market shifts, to help manage risk and to address specific life stage events.

The associated quarterly fee is based on the total amount of assets under management in the client’s accounts within the agreement, and the service can be added or eliminated at any time at the client’s discretion. The fee is a flat quarterly fee that is based on the assets under management at the end of each quarter. If interested, please inquire for further details on this specific service.

“Your financial success is our passion”.

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