I would like to take this opportunity to express my appreciation to Regan for all the help he has given me.  I was going through a transition in my life and had pension money that I was unsure of how to deal with. Regan was able to show me options that worked well for my situation and my goals, tailoring my investments to best suit me. In doing so he has given me peace of mind knowing I am secure for my retirement years. He also has been consistent in keeping me up to date with my portfolio and is helping me work towards financial stability before I retire. Knowing my pension money is working for me now to provide a retirement that is comfortable and secure, means the world to me.

- Dorcas B.

 

I was very impressed the way Regan was able to take my scattered investments and bring them under one umbrella. But, that does not mean everything is with one brand or company. The choices he has available have been tailored for my specific needs. We have developed a plan that will help me retire sooner than I thought.

- Kathy M.

 

Regan has been helping me for over 5 years and has provided sound financial and insurance advice the entire time.  I've even recommended him to friends and family.  He's a critical part to my family's strategy around planning our future.

- Greg M.

 

Regan’s assistance with my retirement plans was invaluable. He efficiently utilized his resources to simplify and summarize my pre–retirement and post retirement financial situations. The implications of the various options available in my retirement package were explained and a financial plan based on my needs and circumstances was developed. Regan continues to monitor my present financial plan. I appreciate that he is always available to discuss any questions I may have or to act on requests or changes to my portfolio that may arise.

- Mary B.

 

Regan was great at explaining my options, carefully assessing what products were best for my interests and goals, and has been on top of communicating ongoing benefits. I highly recommend his services as a financial advisor!

- Kirsten T.