Services
Investment Consulting and Portfolio Management
Reagan Holloway provides its clients with no-cost consultations and a variety of wealth management services:
· Asset Management — Stocks, Bonds, Mutual Funds, Fee based Accounts.
· 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
· Investment Consulting — Ongoing investment advice for set fee
· 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