Great guy, free portfolio review. I came to this guy based on a recommendation from a friend. I wanted to do some investing outside of my 401k. When we sat down I liked him immediately but I liked what he did more. He asked me about all my other stuff so he could understand my full picture. He reviewed all my other accounts and showed me where some were out of balance and way too aggressive. He showed me how I could fix them on my own at no charge. He reviewed everything for free. He even looked at my life insurance policies and showed me how I could save there. Only then did we work out a plan that complemented what I had. Since then he has given me excellent customer service and great information. There are some guys you do business with and others that our partners. I would say Ragan is definitely a partner.
Good guy who gives great advise. I'll cut to the chase. This guy has made me a lot of money! Besides the fact that he gets me to invest at the right times and helps me pull moeny out before I get to gready... I really like his stock picks. He doesn't just throw me the 'hottest tip'. He helps me select companies that are part of our stratigy. Notice I said our stratigy. He works in my best interest and is not afraid to tell me things I need to hear. And me spreads out me risk. Using ETFs internantional market stuff and even bonds. (When he can convience me to take less risk.) All in all a smart guy I will have on my team for years if this keeps up.
Editorial Review. Full-service investment firm focuses on in-person consultations, with planning and advice on everything from college savings to retirement to increasing personal income.
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