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Because Your Future Won't Get a Second Chance

 

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Our Mission
Our mission is to partner with people like you, people who are busy yet understand the need to get their financial house in order.  We set ourselves apart by offering full disclosure of all fees and expenses. Our investment strategy is founded on our belief in markets not managers. Confidence in your investments can help be achieved by knowing that your money is invested based on science not Wall Street's whims. We believe in proactive, regular communication to assist in your journey to financial success and a life well-lived. We strive to be the first resource for our clients financial needs. 

 

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 market-based investment philosphy - Click Here to Listen

 

 

 
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Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. NFPAS is not affiliated with Regan Financial Group. CA insurance license 0B07171. NFP Advisor Services LLC does not offer tax or legal advice. CA insurance license 0B07171.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2013.

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