Find clarity & confidence in your financial future.
We help create strategies to make your income last as long as you need it to throughout your retirement. We understand how confusing it can be to plan for retirement and believe no one should have to go it alone. Get started today with a complimentary phone call with our advisor.
a plan for your next chapter
OUR FINANCIAL PHILOSOPHY
1.
Create strategies to help maximize your money and avoid unnecessary taxation.
2.
Develop a financial plan to help ensure your money is long-lasting.
3.
Help guard your assets from market volatility.
You’ve been working hard for many years to get to this next stage - your retirement chapter. Now is the time to put those hard-earned dollars to work for you. To develop a financial retirement strategy for your future, our philosophy is simple. Your retirement income should be maximized, long-lasting, growing, and shielded. In order to help create this financial environment for you, we use various insurance and investment products for tax efficiency, lifetime income, and downside protection.
When you come in for your consultation, Charles will explain what this means and look at how these three key components of a retirement plan can be incorporated and personalized for your retirement planning.
WHAT'S IN THIS CONVERSATION?
WHAT'S NOT IN THIS CONVERSATION?
This conversation is simply for both of us to find out if there's anything we can do to assist you in your retirement planning.
You can start by letting us know where you are in your retirement planning and what obstacles you are facing, if any.
Whether you're trying to determine if you have enough money to retire, you aren't quite sure what to do with your 401(k), you want help finding a good solution for leaving money for your beneficiaries, and so on, let us know what you're experiencing and we'll let you know if we can help.
A sales pitch.
At the end of our conversation, we'll offer you an in-office or virtual meeting, but it won't go further than that. We will be respectful of however you wish to proceed and hope that, at the very least, we were able to help answer some of your questions and provide a little bit of clarity.
WHO WILL I BE SPEAKING WITH?
Charles Ragonese
Investment Advisor Representative
Charles Ragonese is Mountain Peak Financial's President and financial advisor. He is a Certified Fund Specialist (CFS) and a Chartered Retirement Planning Counselor (CPRC). With more than 30 years of experience, Charles is adept at helping retirees gain confidence for their financial future.
Charles is a family man who enjoys airplanes, astronomy, and aquariums, and really is as cheery as he looks in this picture! Charles loves helping people find the clarity they seek in their financial planning and wants to see his clients succeed. He looks forward to speaking with you.
QUESTIONS?
Read the FAQs below.
READY TO GET STARTED?
The road to financial confidence starts here. Book a call today!
© 2023 Mountain Peak Financial, Inc. | 1901 Orange Tree Ln., Suite 260, Redlands, CA 92374 MAP | Tel: 909.982.2277
Insurance products are offered through the insurance business Mountain Peak Financial, Inc. Mountain Peak Financial, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Mountain Peak Financial, Inc are not subject to Investment Advisor requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income etc. streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1757351 - 04/23 Charles Ragonese CA LIC #0B02155, Firm LIC #01088569