As an Investment Advisor and Financial Planner at Regan Financial Group, I have been helping busy people organize their financial lives and achieve their goals for over 32 years. I work with my clients as a fiduciary, putting their interests first and providing comprehensive, fee-based financial planning and education.We offer a ladder of tax strategies that can mitigate the taxes on your portfolio, unwind concentrated stock positions and build substantial losses in anticipation of the sale of appreciated assets like real estate or your company. Our basic investment strategy is based on peer-reviewed scientific research which increases clients' confidence in their investments.Our basic investment strategy is based on peer-reviewed scientific research which increases clients' confidence in their investments. I offer solutions in areas such as insurance, retirement, college, estate, charitable, and business planning. I strive to be the first resource for my clients' financial needs and to communicate with them proactively and regularly. My mission is to empower my clients to live a life well-lived.