About FJG | Staff
Dan Reagan
Chartered Financial Consultant
Investment Advisor Representative*
dreagan@fjgfinancial.com- Financial Advisor, with FJG since 2001
- 20 years experience in the financial services industry
- Chartered Financial Consultant (ChFC)
- Past President of the Vermont Chapter of the National Association of Insurance and Financial Advisors (NAIFA Vermont); Past President of the Burlington Association of Life Underwriters
- BS, SUNY Plattsburgh
A Financial Advisor serving both individuals and business owners, Dan Reagan seeks solutions based on the unique circumstances of each client. " My goal is to build long-term client relationships by delivering financial solutions based on trust and competence. This is accomplished by focusing on client needs and consistently providing solid advice." He has an excellent knowledge of a full range of financial products, including Life, Disability and Long-Term Care Insurance, along with Investment Accounts and Annuities- knowledge that he uses toward his goal of establishing lasting business relationships based on integrity, knowledge and quality service.
Dan works with individuals at all stages of life from early accumulation through retirement distribution planning. Helping his clients identify their goals and implement a plan that utilizes a mix of financial products is one of his key skills. "I spend a lot of time studying new product offerings to make sure my clients can benefit from the latest developments. However the focus is never product- it's always the client's goals and dreams."
Business owners can rely on Dan's expertise in business planning and Employee Benefits areas, where his services include Business Continuation Planning, Risk Management, Retirement Planning, Medical Insurance and Ancillary Benefit Plans. He serves with the CPA and attorney as part of a client's trusted advisory team. "I believe strongly in a team approach. No one professional has all the answers but together we can cover the bases and design plans that really work."
A dedicated father, Dan has been married for 20 years. He and his wife, Allison, have two sons, Joshua and Benjamin. Sports play a big role in Dan's life; he is an avid golfer and recreational hockey player, who enjoys boating and outdoor recreation.