How does the advisor help clients – Key Takeaways:
The Regan Financial Group, LLC is a highly experienced financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive services. The team at Regan Financial Group, LLC consists of seasoned financial professionals who are dedicated to providing exceptional guidance and support to their clients.
Here are some key takeaways on how the advisor helps clients:
- Offers personalized financial planning and investment strategies
- Provides ongoing support and guidance to help clients navigate their financial journey
- Focuses on building long-term relationships with clients based on trust and transparency
- Utilizes cutting-edge technology and tools to provide efficient and effective services
Facts and Insights
Founded in 2005, Regan Financial Group, LLC has over 15 years of experience in the financial services industry. The firm currently manages assets worth over $500 million and has a team of 10 dedicated financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Regan Financial Group, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning and investment management
- Retirement planning and income strategies
- Estate planning and wealth transfer strategies
- Tax planning and management
- Risk management and insurance solutions
Client Types
The firm works with a variety of clients, including individuals, families, and small business owners. They also serve high-net-worth individuals and institutions, providing tailored solutions to meet their specific needs and goals.
Fees & Compensation
Regan Financial Group, LLC is a fee-only advisory firm, meaning they do not charge commissions on investments. Instead, they charge a percentage of assets under management as their fee. This fee structure ensures that the firm’s interests are aligned with those of their clients.
Background
The founder and CEO of Regan Financial Group, LLC is John Regan. He has over 25 years of experience in the financial services industry and is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU®). The rest of the team comprises of highly qualified and experienced financial professionals, including CFP®s and Chartered Financial Analysts (CFA®s).
Financial Advisor Disclosures to Know
Regan Financial Group, LLC is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interests of their clients at all times. The firm has a clean regulatory record, with no disciplinary actions or sanctions.
Overall, Regan Financial Group, LLC is a reputable and trustworthy financial advisory firm that puts their clients’ interests first. They have a solid track record of helping clients achieve their financial goals and are committed to providing exceptional services for years to come.