Services

                                                                                                             (866) 461-3724

Investment Consulting and Portfolio Management

Reagan & James Wealth Advisors provides its clients with no-cost consultations and a variety of wealth management services:

·         Asset Management — Stocks, Bonds, Mutual Funds, Fee based Accounts, Annuities

·         Retirement Planning — IRAs, Roth IRAs, Inherited IRAs, IRA Rollovers, 401K Plans

·         Employer Retirement Plans — 401k plan set up, Simple & SEP IRAs

·         Financial Planning — In Depth Financial Analysis

·         College Planning — 529 Plans & Educational IRAs

·         Insurance Services — Life and Long Term Care

·         Employer Benefits — Group Life, Health, Disability, 401k Plans

·         Estate Planning/Trust Services

·         Educational Seminars