Welcome to Regan Financial Group

Click Here to Get an Informed Second Opinion
Because Your Future Won't Get a Second Chance

Our Mission

  • 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

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 Regan Financial Group LLC is an Investment Adviser registered with the State of California. CA insurance license 0B07171