Broker Check

7537 Mentor Avenue
Suite 310
Mentor, OH 44060

Jarad Regano

(440) 306-0001

 
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Greetings-

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

Owner

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.

Client Centered

Client Centered

Without any conflicts of interest we put your needs first.

Learn more

Helpful Content

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

View all videos arrow