Regan Financial Group LLC
Robert Regan, CFP®
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
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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
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  • How long should I keep financial records?
    There's a fine line between keeping financial records for a reasonable period of time and becoming a pack rat. A general rule of thumb is to keep financial records only
  • What are some tips for organizing financial records?
    Organizing your financial records is a cyclical process rather than a one-time event. You'll need to set up a system that helps you organize
    
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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.