Wealth Management
Keeping you on track to reach your financial goals in a cost effective, transparent way is the difference between most advisors and financial advisor firms. We don’t have shareholders to answer too, which makes our priority number one you, the client.
Wealth management is how The Ragnar Group Inc. was started and our roots still run deep in our passion to help our clients feel at ease about their plan. Straight forward and simple, you should not have to guess about where you stand on your progress towards your financial goals. Seems simple, right? Often this is not the case, just think for yourself, when was the last time your advisor used non-industry jargon and took the time to explain even the simplest of strategies to put your mind at ease? At The Ragnar Group Inc. that’s the only way we work with our clients.
Portfolio Management
Our in-house Registered Investment Advisor (RIA) utilizes the custodian and technology tools from Charles Schwab to manage our clients investment portfolios.
Securities Brokerage
Through or Registered Representatives (RR) relationship with Fortune Financial Services Inc. we can help facilitate our client’s brokerage transactions. These include annuities and direct mutual fund transactions.
Financial Planning Tech
Our firm utilizes Right Capital for our integrated financial planning software. Right Capital allows for seamless integration between your accounts to give a 360 degree view of all your accounts and progress.