Client Our Clients

Our clients include financially successful individuals and families with whom we can have a significant impact on their financial lives. Whether you are currently retired or thinking about retirement, and are looking for financial advice for you and your family, we will ask the right questions to assist you in finding the appropriate solutions in order to achieve your financial planning goals.

We may be the right fit for you if you exhibit one of the following characteristics:

  • You have a high concern for your family and loved ones.

  • You view investing as a hindrance rather than a hobby.

  • You seek the personal freedom money makes possible.

  • You seek a trusted partner to simplify your financial life.

  • You have investable assets of $250,000 or more.

Currently Retired

Several similarities exist amongst our clients who are financially successful retirees. You worked hard during your career, typically live below your means, and want to know how to preserve your wealth during your retirement years.

If you need answers to some of the following questions, we may be the financial advisor  for you:

  • How much retirement income can I generate to live the lifestyle I desire?

  • How can I make my retirement portfolio last the rest of my life?

  • How do I minimize taxes on my portfolio?

  • How do I transfer my wealth to my heirs and minimize the tax impact?

  • How can I simplify my financial life?

  • How can I grow my wealth, but still sleep soundly at night?

Ragone Wealth Management will design and implement a game plan that addresses all of these questions and more, depending upon your needs. 

Soon to Retire

At Ragone Wealth Management, we will help you retire with confidence. Our pre-retiree clients often share the following questions:

  • When can I retire?

  • Will I be able to retire?

  • Am I saving enough?

Are you prepared for the 3 Biggest Risks In Retirement?

  • Longevity Risk – The risk of running out of money before you run out of life.

  • Inflationary Risk - Increasing your income annually to keep pace with the rising cost of healthcare and other expenses is paramount.

  • Market Risk – Determining the portfolio that is just right for you so you can sleep at night is one of the most important parts of retirement planning. Too much market risk, and you may sell out of your portfolio during bad times, and too little market risk you may run out of money during retirement or not have enough income to pay for your desired lifestyle.

We Offer a Free, No Obligation Retirement Checkup to Help You Understand:

  • If you are on track for your retirement goals.

  • If your retirement nest egg is taking on too much risk.

  • If you own investments that are unsuitable or inappropriate for you based on your individual or family situation.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck