We're the best in our field, and it's all thanks to the incredible relationships we've formed with our clients. We are fiduciary financial planners that specialize in retirement planning.
We're invested in developing a personal connection with each and every one of our clients by providing quality service and being available to you through all the phases of your retirement.
Get in touch with us when you're ready to learn more; we can't wait to meet you!
Jaime Ragins, MRFC
About
Jaime draws from her decades of experience with corporate management and counseling to help her clients identify their life goals. She believes money is not the goal, but it is the tool to help you reach your goals. Jaime strategizes sound financial plans with her clients to help them accomplish their desired objectives while she draws on her experience to minimize their risk.
Jaime graduated from college with a master's degree in counseling. Jaime is an Army veteran, and since leaving the military 22 years ago, she has worked in both government and private sectors as a counselor, business consultant, strategist, and trainer.
The experience that shaped Jaime's desire to help clients in a financial planning capacity was her time spent as anursing home social worker and hospice director. In this role, Jaime witnessed the financial struggles of residents in long-term care and hospice. This led to her commitment to a holistic financial planning process.
Jaime grew up in Pennsylvania, and throughout her military career, she has lived in Germany, Georgia, Alabama,Texas, and now resides in LeClaire, Iowa. Jaime has two grown children, CJ and Gabi. Both graduated from Pleasant Valley High School. CJ attended the University of Iowa and now works in Information Technology. Gabi is currently a student at Iowa State studying kinesiology and competing in track and field.
Jaime is devoted to bringing the gift of tennis to kids that might not otherwise have the opportunity to learn the
sport. She runs a 501c3 Community Tennis Organization, Love QC Tennis, and she is the Davenport Central High School varsity girls head coach.
Jaime gives back to her local adult community by teaching free financial wellness workshops at churches, libraries, and community centers.
Jaime is a licensedfiduciary and has successfully passed Series 6, 63, and 65 securities exams. Jaime is currently studying for herCertified Financial Planner (CFP) Professional Designation. Jaime holds insurance licensure in health, accident, life, long-term care, and annuities.
Our services
Basic
Book today and experience the top-notch quality of our service firsthand.
Standard
We'll help you create a tailor-made solution that's specific to your needs and wants.
Premium
Our team works around the clock to make sure we deliver on time
Customer reviews
Daniel K.
"I honestly received the best service I could have asked for. They were super professional to deal with; they met all my needs and helped me a lot."
Ron H.
"The entire experience was so easy and friendly, and the price was very reasonable. I don't know what I would have done without them."
James F.
"I can't say enough good things about the quality of this company. Highly, highly recommend using them!"
Special features
Best Quality
We guarantee your full satisfaction
Family business
A professional, personalized experience
24/7 Support
Our phone support is always available to you