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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
A look at how variable rates of return impact investors over time.
Key questions to answer when you are considering retirement.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Simple steps may help you foil hackers and protect your privacy.
Knowing the rules may help you decide when to start benefits.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
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.
Using smart management to get more of what you want and free up assets to invest.
Here’s a quick guide to checking to see if you have unclaimed money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bucket lists don’t have to be for tomorrow.
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
Preparing for the unexpected can make all the difference if your family relies on your income.