About Us
The professionals who represent Regan Financial Group LLC recognize the challenges of an ever-changing economic market. With the vast array of financial choices that face us, we provide our clients with thoughtful and professional financial strategies. We are dedicated to providing our clients with a well balanced, creative and customized financial plan that is aligned with the client's stated goals.
We practice strategic planning by placing a strong emphasis on integrating all aspects of a financial strategy such as estate planning, insurance planning, tax planning and investment planning.
We have a reputation for integrity and a strong planning process designed to create solutions to clients financial needs and concerns.
- Fee-Based Financial Planning
- Investment Education - Understand the difference between investing and gambling.
- Strategies to Build Your Portfolio (competitive, tax-efficient, active/passive strategies based on academic research,)
- College Planning
- Life Insurance, Disability Insurance & Long Term Care Insurance
- Tax Strategies - transition out of highly appreciated stock positions or taxable accounts with little to no taxes. Tax-loss harvesting
- Retirement Income Strategies
- Estate Planning
- Charitable Planning ( How much do you leave your kids and how do you do it?)
Years of Experience
A financial planner can help with the management of your finances to ensure you are on the right track to meet your financial goals.
- Pension Planning (401k, 412i, 403b, Profit Sharing, Defined Benefit, Simple IRA)
- How to maximize owner contributions
- How to protect your fiduciary responsibility by providing idiot proof portfolios
- Pension Plan audits to lower expenses and foster your due diligence requirements
- Provide low cost institutional mutual funds to participants
- Succession and Buy/Sell Planning
Our Advisor
Let me tell you why I am an advisor.
Thirty years ago I got into this business to support my family of four (going on nine) children without having to travel three states.
But as I worked with more and more people, I learned that most peoples investment strategy is not only indistinguishable from gambling but often ignores the long term effect of taxes.
My role became helping people understand the difference between investing and gambling and to consider strategies to minimize the long-term effects of taxes on their retirement.
By helping my clients eliminate costly mistakes, they can retire sooner or enjoy more money when they do retire, and, possibly, leave more to their families.
And now, why are you here today? I am curious what made you want to invest your time to look at my website today. Click below to schedule a fifteen minute phone call to let me know.
Tell me why you are looking for an advisor
What We Do
Wealth Management
Wealth Management is a holistic, consultative process that utilizes services and products to deliver a customized strategy uniquely tailored to each person.
Financial Planning
Financial Planning is a long-term strategy of smartly organizing how you handle your finances and positioning them to meet your goals and objectives.
Estate Planning
Believe it or not, you have an estate. In fact, everyone does, it is the state in which you reside. Your estate is comprised of everything you own, and estate planning is the preparation of instructions to make sure the assets you've worked so hard to accumulate go to the person or organizations you care about.
Tax Efficient Investing
It's not just how much you make that matters- it's how much you keep after taxes. With a bit of tax planning you can exercise control over your portfolio and minimize one of the most important factors affecting your long-term returns.
Inheritance Planning
Involves making choices about your heirs and how you want your estate to be distributed to them. It also involves beneficiaries who have received an inheritance and cultivating a plan to use the inheritance to serve their goals and objectives and do so in the most efficient way possible.
Investment Management
Investment Management is the process of optimizing your financial assets to achieve a specified investment objective. It begins by developing a strategy based on risk to identify the best allocation and periodically adjusting with changes in goals.
Insurance
For many, discussing mortality and disability risks are unpleasant subjects, but the failure to properly mitigate those risks could have catastrophic consequences to your family.
We Work Hard For You
Your goals and dreams are unique to you, requiring individual attention, guidance and strategies. Through a collaborative, one-on-one relationship, Regan Financial Group will help you assess your dreams and aspirations and identify and prioritize your short and long-term goals
This personal profile is a critical first step in helping you engineer targeted, goal driven strategies and determine which financial products and services can assist you in addressing them. All are specifically tailored to meet your unique, personal needs.
Resources
CALCULATORS
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
ARTICLES
We've put together a library of information on important financial topics that we believe you'll find helpful.
FLIPBOOKS
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
NEWSLETTERS
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.
Our Office
Regan Financial Group, LLC:
145 Town and Country Dr. Ste. 101
Danville, CA 94526