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Can you manage
SEP, Simple IRAs, Keoghs and other brokerage-based retirement
plans?
Yes we can but not
through 401k.net. Please contact
Regan Investments for
private investment management services.
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Do you have any minimum account
size restrictions?
No we do not.
Since our fee is the same no matter what size account, we treat all
of our clients fairly. However, we feel that this service is
not suited for people with less than $20,000.00 in their 401k/403b
account.
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Do you manage the investments
in my account?
We do not pick the
individual securities within the mutual fund. Rather, we
provide you with our recommendations as to which funds to invest in
at various times within the market cycle. We also do not make
the physical changes within your account. Once our signals
indicate a change is necessary, it will be up to you to make the changes within
your account.
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Can you create a financial
plan, sell me insurance, get me a mortgage quote?
No! We do not
sell financial products. Nor will we ever attempt to push
products upon our clients. If you absolutely need one of these
products, we can provide you with a referral but we will not attempt
to solicit you.
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I
am retired or close to retiring, Can you still manage my account?
Absolutely. In
fact, if you are retired, we may be able to manage your account as a
private portfolio through a rollover IRA account. Please
contact us with your specific information.
