Ragan Financial Group

Ragan Financial Group is a financial services firm based in Roscoe, IL, dedicated to providing personalized value-added services that exceed your expectations. Our mission is to educate clients on the importance of proper retirement income planning, financial protection, and tax preparedness. We believe that it's never too late to improve your financial situation or your financial goals. Our greatest reward is your peace of mind.

Our Services

As a financial services firm, we offer a wide range of services to help you achieve your financial goals. Here are some of the services we provide:

Retirement Income

We can help you create a retirement income plan that provides safe and guaranteed returns on your money. Our plan only offers guarantees with no risk of losing principal. We will show you which income sources are considered "safe" for your money.

Financial Protection

Everyone needs to protect their beneficiaries and nest eggs from financial burdens such as healthcare costs and high taxation. We offer a wide range of insurance products that provide solutions to help shield your money from such burdens.

Personal Pension Plan

Many pre-retirees and retirees are concerned that their 401Ks, IRAs, Social Security, and savings won't provide enough income. Our Personal Pension Plan strategy "fills the income gap" by providing additional income.

Wealth Transfer Planning

Wealth Transfer is a financial concept that helps you preserve your nest egg and distribute it in one of the most tax-efficient ways possible. This helps your heirs avoid the "Tax Time Bomb."

Safe Money Strategies

We offer safe money strategies that help you protect your money from market volatility and keep it safe. Our strategies provide guarantees with no risk of losing principal.

Resources

We provide resources to help you make informed financial decisions. Our resources include Consumer's Guides, educational videos, and tools that provide valuable information on retirement planning, investment strategies, and financial protection.

Customized Retirement Planning

We offer customized retirement planning that is tailored to your unique needs and goals. Our planning process includes developing your own Personal Pension Plan that provides guaranteed income for life.

At Ragan Financial Group, we are committed to providing you with true knowledge so you can make better decisions regarding your finances. We are a proud member of the Safe Money Places Agent Network, where we help retirement income, financial protection, wealth transfer, and long-term care safe money solutions. Contact us today to schedule a consultation and let us help you improve your financial situation.