A complete list of active advisors currently associated with Reagan Financial Planning LLC

Warmer can help you find a great advisor at Reagan Financial Planning LLC or one who fits your needs even better.

Reagan Financial Planning offers financial planning and investment consulting to individuals, families and small business owners through both one‑time written plans and ongoing advisory engagements. The firm provides recommendations and written analyses but does not implement trades, take custody of client assets, or manage accounts on a discretionary basis. Advice is tailored through interviews and questionnaires and covers a wide set of planning topics including retirement income strategies, estate and tax planning, employer benefits optimization, business valuation and real estate evaluation. Investment analysis described in the brochure uses multiple methods—fundamental, technical/charting and cyclical—and the firm advises on a broad set of instruments while leaving execution and custody to the client or their chosen custodian. Noteworthy distinctions versus many peers include an explicitly consultative model that disclaims portfolio management, custody and proxy voting and requires clients to implement recommendations themselves, along with a suggested multi‑period term for ongoing planning with semiannual reviews. The combination of business and real‑estate consulting plus guidance on more technical trading strategies (options, short sales, margin) makes the firm’s service mix broader and more technical than many independent planning-only practices.

To learn more about the advisors currently working at Reagan Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.