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Setting you on the road to

A CONFIDENT RETIREMENT

what we do

YOUR TRUSTED PARTNER

Since 1992, Charles Ragonese and his team have been helping pre-retirees and retirees meet their retirement goals through the use of insurance and investment products. 

You’ve spent years working hard for the money you’ve accumulated - now it’s time for that money to work for you so that you can start your retirement chapter on a confident note.

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who we are

WATCH OUR STORY

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OUR PROCESS

Discover

Help us understand the big picture of your financial situation - your concerns and your goals, how you envision your retirement.

Advise

Considering the various factors we discuss in our discovery meeting, we’ll take some time to analyze your finances and present you with an initial plan for your retirement.

Review

Nothing is done until you’re happy with your customized retirement plan. We’ll work together to review and revise it until you feel confident.

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SETTING YOU ON THE ROAD TO FINANCIAL CONFIDENCE