At Regano Financial Services, Inc, we value the importance of increasing your net return (investment return minus fees/commissions). Our industry is a complex and diverse one, and it is no wonder that the average investor is often puzzled and bewildered at the number of options available to them. There is no doubt in my mind that a client meeting with ten advisors would be given ten unique strategies to pursuing his or her goals.
As the owner of Regano Financial Services, Inc., I put a strong emphasis on decreasing costs that can be alleviated. I try to focus on using direct business where it makes sense, thus eliminating pesky brokerage account fees that you may be getting elsewhere. I execute my stock trades at a discount, and sometimes for free, for my existing clientele. And finally, I maintain an open door policy to all of my clients, as they know they can meet me on a fee free basis as often as they feel necessary. A client does not need to worry about receiving a bill after a phone call or visit to discuss something important in his or her financial life.
I have been in the financial services industry for 17+ years, and began my business from scratch. I feel that the client-advisor culture that I have built is the defining reason behind my success. Stop in and see how I can be an asset to you as well.
Jarad J. Regano
Regano Financial Services, Inc
Understanding Today’s Financial Environment
I’m Jarad Regano, a financial professional in Mentor, OH. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (440) 306-0001.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Best Apps in Travel
Technology tips to make your next trip even better.
An inside look at how marginal income tax brackets work.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Five phases to changing unhealthy behaviors.
It may help your business be better prepared in the event of the death of a principal or key employee.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Peer-to-peer payment apps are one of the newest ways to send money.
When do you need a will? The answer is easy: Right Now.