Jaime Ragins
Financial PlannerWills Estates and TrustsTax Preparation
Hours
By appointment only. Please call or email for an appointment, or use the online scheduling link.
About Jaime Ragins
Retirement Specialist offering fiduciary financial planning. Our goal is to introduce innovative financial
strategies in an effort to provide financial clarity and solutions that improve your quality of life. After working with you through thorough and careful financial discovery, we analyze your personal financial situation — income,
expenses, liquidity needs and retirement goals — and create a retirement plan that is unique to your situation. We are dedicated to helping you achieve financial independence by incorporating your retirement plans into the different pieces of your financial strategy.
Handicap Accessibility
Senior Friendly
Veteran-Owned
Woman-Owned
Areas Served
We serve the Quad Cities and surrounding areas.
Services
Trust Preparation
We offer low cost will and trust preparation for Iowa and Illinois residents. Contact us to schedule an appointment today. Consultations are complimentary.
Jaime Ragins offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. First Serve Financial LLC is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Jaime Ragins, independent agent. First Serve Financial LLC, Jaime Ragins, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
FAQ
Our services and strategies focus on providing retirement solutions to assist you in reaching your goal of financial independence. Our plans are designed with the following emphasis.
We are here to help you navigate through each of the three retirement income planning phases — accumulation, distribution and preservation or transfer — and can help you uncover the various opportunities and concerns of each phase.
We help you develop an understanding of your Social Security benefit and educate and inform you on the optimal time to start accepting your benefit. This can help bring you one step closer to the comfortable and happy retirement you have worked so hard for.
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