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Regan Financial Group LLC
Robert Regan
Investment Advisor Representative
925-820-0630
rob@reganfinancialgroup.com
Regan Financial Group

Our Mission is to work as a fiduciary with you to give you more confidence about your financial life and to rehabilitate your investment strategy using the last sixty years of academic research (not Wall Street)

WE CAN HELP YOU

COORDINATE YOUR FINANCIAL AFFAIRS

PUT TOGETHER A LIFETIME SPENDING PLAN TO DETERMINE IF YOUR MONEY WILL LAST AS LONG AS YOU DO

PUT YOUR STUFF IN ORDER SO YOU ARE READY IN CASE OF AN UNTIMELY DEATH

MANAGE YOUR MONEY BASED ON SCIENCE
(we believe in markets not managers)

ROLLOVER YOUR 401(K)

BUY LIFE INSURANCE OR LONG TERM CARE INSURANCE

DEVELOP A SAVINGS PLAN, MAXIMIZE YOUR 401(K) OR PENSION

REVIEW YOUR WORK BENEFITS

Our Calendar
Schedule a Complimentary Meeting
Click to Schedule Meeting

Don't Have Time for a Meeting
Click to Schedule Phone Call

Click Here to Get a Complimentary Portfolio Review
Because Your Future Won't Get a Second Chance


We monitor your progress to keep you on track to meet your goals

Market Summary
Newsletters
  • Four Numbers You Need to Know Now
    When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the
  • Student Loan Debt: It Isn't Just for Millennials
    It's no secret that today's college graduates face record amounts of debt. Approximately 68% of the graduating class of 2015 had student loan debt, with an average debt
  • Expect the Unexpected: What to Do If You Become Disabled
    In a recent survey, 46% of retirees said they retired earlier than planned, and not necessarily because they chose to do so. In fact, many said they
  • What is a funeral trust?
    A funeral trust is an arrangement entered into with a provider of funeral or burial services. Prepaying funeral expenses may allow you to "lock in" costs for future
  • What is a pet trust?
    A pet trust is an arrangement to provide for the care and financial support of your pet(s) upon your disability or death. You fund the trust with property or cash that
    
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Latest Video Client Alert
Can You Answer These Questions?
  • What proven investment strategy are you currently using?
  • What are you currently paying for your investments?
  • How does your current investment strategy manage risk?
  • Is planning your future important to you?
  • How much of who you are today did you plan for in the past?
  • How much time do you devote to planning? 
  • What is most important to you?
  • Who or what do you care about more than yourself?
  • What are your goals? 
  • What impact do you want to have on your children?
  • What do you want them to say about you? 
  • How do you make decisions?
  • Who else besides you helps make your financial decisions?
  • Who are your key advisors?
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 Regan Financial Group LLC is an Investment Adviser registered with the State of California. CA insurance license 0B07171

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.