|Welcome to Regan Financial Group
Click Here to Get an Informed Second Opinion
Because Your Future Won't Get a Second Chance
- To give you more confidence about your financial life
- To rehabilitate your investment strategy using the last fifty years of academic (not Wall Street) research
- To be completely transparent
- We believe that controlling risk is as important as seeking returns.
What We Do
- Coordinate your financial affairs
- Manage your money based on science guided by the art of financial planning
- Help define your goals - College - Retirement - Asset Protection - Charity - Estate Planning
- Assist you in the implementation of strategies to reach your goals
- Negotiate insurance that fits into your financial plan
- Pension plan design to maximize your contributions
- Monitor your progression to keep you on track to meet your goals
- Disclose fees and expenses so you know what you are paying (many investors aren't sure what they are paying)
Questions To Ask Yourself
- 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?
Change your perceptions on investing. Listen to a presentation on why we use a passive, market-based investment philosphy -
Click Here to Listen
Schedule Introductory Call with Rob