Investment Management for Retirees & Business Owners
How We Manage Money
Our pursuit of information and commitment to client expectations drive results.
Understand Risk Tolerance
Every investor is managing risk. Using our tools and deep market experience, you will receive advice and guidance on risk and investment choices.
Retirement Solutions
Our portfolios focus on providing retirees and those nearing retirement with the income and asset allocation they need to meet their spending and lifestyle goals.
People....Not Machines
When the market ride is a little bumpy, you want to pick up the phone and call the professionals. No voicemail, no automated messages, we are real people working for you.
Investment Selection You Can Trust
Equities
Common Stock
Preferred Stock
Blue Chip
Leveraged Option
Fixed Income
Bonds
Municipal
Corporate Offerings
Treasuries
Alternate Investments
Private Equity
ETF's
Commodities
Gold & Silver
Christopher G. Ragain | Founder & CEO
Client Demographics
Our clients value communication & conservative management
Liquid Investments
Our clients have $750K to $5M of invested net assets. Our firm minimum is $750K but we can make exceptions from time to time.
Portfolio Allocation
Most of our clients have a diversified portfolio of equities and fixed income. We DO NOT buy mutual funds or any products with front-end loads.
Retirement Income
Our clients usually need to see stable retirement income from their portfolio month-to-month. We are experts in dependable cash-flow.
Ragain Financial Wealth Management 27499 Riverview Center Blvd., Suite 419 Bonita Springs, FL 34134 Ph: 239.208.0374 Fax: 1.866.397.9194 Email: [email protected]
