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Robert Regan

Our Services

Individuals and Families

  • Comprehensive, Fee-Based Financial Planning
  • Investment Education - The Story You Have Never Been Told
  • Strategies to Build Your Portfolio (competitive, passive strategies based on academic research)
  • Life Insurance, Disability Insurance & Long Term Care Insurance
  • Altermative Investments (Oil and Gas, Market Neutral, Absolute Return)
  • Retirement Income Strategies
  • College Funding Strategies
  • Estate Planning
  • Charitable Planning ( How much do you leave your kids and how do you do it?)
  • Sell your unwanted life insurance  

Business Owners

  • Pension Planning (401k, 412i, 403b, Profit Sharing, Defined Benefit, Simple IRA)
  • How to maximize owner contributions
  • How to protect your fiduciary responsibility by providing idiot proof portfolios
  • Pension Plan audits to lower expenses and foster your due diligence requirements
  • Provide low cost institutional mutual funds to participants
  • Deferred Compensation Plans Executive and Key Employee Benefits
  • Succession and Buy/Sell Planning

The professionals at Regan Financial Group LLC recognize the challenges of an ever-changing economic market. With the vast array of financial choices that face us, we provide our clients with thoughtful and professional financial strategies. We are dedicated to providing both our personal, professional and corporate clients with a well balanced, creative and customized financial plan that is aligned with the client's stated goals.

This commitment allows us to continually provide clients with timely solutions to their current situations and plan ahead for future challenges. We practice holistic strategic planning by placing a strong emphasis on integrating all aspects of a financial strategy such as estate, business, insurance and investment planning as well as tax planning. We do this by taking a team approach to the planning process.

We have a well earned reputation for integrity and a strong planning process designed to help create solutions to clients' financial needs and concerns.

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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.