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
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
  • Quiz: How Much Do You Know About Social Security Retirement Benefits?
    Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your
  • Tax Tips for the Self-Employed
    Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges,
  • Grandparents Can Help Bridge the College Cost Gap
    For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount of loans.
  • Can the IRS waive the 60-day IRA rollover deadline?
    If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don't get to the new IRA trustee in
  • What's the difference between a direct and indirect rollover?
    If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by
    
PreviousNext
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?
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Twitter  
 
 
 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.