History

Ragain Financial serves hundreds of businesses and families across the country. The firm began as a small  CPA firm serving individuals and business clients with comprehensive tax, accounting, and human resource solutions. Focused on the middle-class market, Ragain Financial set out to serve middle-income clients with exceptional professional services.

The firm founder, Christopher G. Ragain, has served a variety of public and private firms including Wal-Mart Stores Inc., Commerce Bank, BKD LLP, Arthur Andersen, and KPMG LLP. His vision is to bring the world-class service of large professional planning firms to the "Everyday American" focusing on 3 important values: Independence, Dependability, and Affordability. 

In 2002 Ragain Financial added financial planning services to their product line. Offering services such as budgeting and cash-flow consulting, insurance planning, college savings strategies, and estate planning, the financial planning module brings superior value to every participant. The RF financial planning module now serves hundreds of clients in 37 states. 

In 2003 Ragain Financial added Investment Advisory Services. The IAS provides professional investment management by registered investment advisors. That same year, Ragain Financial forged a relationship with the #1 online brokerage firm- TDAmeritrade Institutional. The RF/TDAmeritrade account highlights low trade costs and non-discretionary advisor trade execution. Ragain Financial IAS provides both investment advice and a variety of account options such as IRAs, SEPs, SIMPLEs, Trusts, and ordinary brokerage accounts.

In June of 2004 Ragain Financial opened its second office in Bonita Springs, FL. The FL office focuses on the retirement community that resides part-time in Florida and the business community that was underserved in the market. The FL office now employs professionals in every category and is an extremely beneficial asset to the Ragain Financial business.

By 2008 Ragain Financial was performing work for over 1000 clients in 37 different states.  The FL and IL offices had grown to 5 professionals and began to look for ways to expand both market reach and service lines.  RF added the budgeting service line (a monthly budgeting service to help families see what they spend each month) and non-profit services.

In 2010 Ragain Financial acquired Fort Myers CPA firm CPA Tax Services of SWFL Inc.  The acquisition added new staff members to the firm and continued RF's dominant position in the area. 

At this point Ragain Financial has almost 2000 clients and 14 staff people working every day to ensure the financial success of clients in every state but Hawaii.  Give us a call, we look forward to working for you too.

The System of Success

To create a holistic, comprehensive financial plan 3 core service lines (called Modules) must be addressed. While each service line is very different, we integrate the information and provide a unified approach. An integrated plan means:

• Relief from managing information between multiple providers.
• Peace-of-mind that our professionals monitor every aspect of your plan, not just one part
• Easy to understand reports that draw from each service line or "Module".

ALL OF YOUR FINANCIAL SOLUTIONS UNDER ONE ROOF!