Experience
We have advised clients for more than 20 years
Meet the AdvisorService
Our service model guarantees frequent contact
Meet the AdvisorIntegrity
We put the needs of our client above all else
Meet the AdvisorService
Our service model guarantees frequent contact
Meet the AdvisorCollege Planning
Riskalyze
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 both our personal, professional and corporate clients with a well balanced, creative and customized financial plan that is aligned with the client's stated goals.
This commitment allows us to continually provide clients with timely solutions to their current situations and plan ahead for future challenges. We practice holistic strategic planning by placing a strong emphasis on integrating all aspects of a financial strategy such as estate, business, insurance and investment planning as well as tax planning. We do this by taking a team approach to the planning process.
We have a well-earned reputation for integrity and a strong planning process designed to help create solutions to clients' financial needs and concerns.
Contact Us
- Comprehensive, Fee-Based Financial Planning
- Investment Education - The Story You Have Never Been Told
- Strategies to Build Your Portfolio (competitive, passive strategies based on academic research)
- College Planning (Get your Free College Money Report)
- Life Insurance, Disability Insurance & Long Term Care Insurance
- Altermative Investments (Oil and Gas, Market Neutral, Absolute Return)
- Retirement Income Strategies
- College Funding 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
- Deferred Compensation Plans Executive and Key Employee Benefits
- Succession and Buy/Sell Planning
Our Advisor
I am an Investment Advisor Representative of Regan Financial Group LLC a Registered Investment Advisor registered with the State of California. In addition, I hold the Certified Life Underwriter CLU designations.
My role is to help individuals and business owners understand their current situations, define future goals and develop a strategy that is flexible and can help them reach their objectives. I provide them with meaningful solutions to a wide range of financial matters including: investments, risk management, tax planning as well as qualified and non-qualified retirement and benefit plans.
I have access to a broad array of services, resources and other professionals to accommodate the interests of my clients. I believe my integrity and the long-term relationships I have with my clients have given me the opportunity to become a partner in their financial lives.
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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.
Retire On Your Terms
One of the most challenging aspects of creating a comprehensive retirement plan is striking a balance between realistic return expectations and a desired standard of living. We help you determine how much to save before retirement and how much you can withdraw once in retirement. This is critical to ensure you have accumulated enough before you retire and that you do not deplete your assets once you are in retirement.
Contact Us
Schedule Introductory Call with Rob! Contact Us
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.
GLOSSARY
Quick reference quide to commonly used financial terms
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.
Social Security Questions
View all of the recent changesGo to SSA.gov
Newsletter Signup
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Tax Facts
Important dates and dollar limitsGo to IRS.gov
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.