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FINANCIAL PLANNING FOR ALL

FINDING THE PROPER BALANCE OF MAXIMUM PROTECTION AND MAXIMUM GROWTH

DEFINING YOUR FUTURE

Making a plan for growth and security

Do you desire Retirement Peace of Mind?  Developing a successful retirement plan involves carefully considering a wide range of issues and potential problems. The plan must protect against outliving assets, protect purchasing power against inflation, control market risk, and provide you with 

the retirement lifestyle you desire.  Whatever your expectations for retirement, it pays to have a plan to achieve them and to regularly measure your progress towards your goals.  Most people near or in retirement have found working with an established financial advisor to be of great value. 

Built on relationship

A client-financial planner relationship is founded largely on trust.  The client is trusting the planner to provide advise solely on the client’s best interest. The planner is trusting the client to provide accurate information to essential fact finding questions.  Years of working together on that foundation secures a successful and satisfying relationship.

Services

Life & Annuities

Imagine trying to cut lumber with a hammer instead of a saw. The results would be terrible. It also takes the correct life insurance or annuity tool to provide your intended results and benefits.

Investments

Whatever your investment goal, you should clearly understand both the role and the potential risks and rewards of each type of investment. Reviews are vital to ongoing appropriateness.

Estate Planning

Estate planning covers many complex areas. It is best that your CPA, attorney, and us work as a team to create the right estate plan for yours and your family's present and future well being.

Testimonials

I have had Allen Regehr as my financial consultant for over 11 years now. My father often spoke very positively of the success he was having in working with Allen. When the economy tanked, Host a large amount of money through my 401(k) plan. My dad insisted that I talk with Allen. I did, indeed, begin to work with Allen and I am very satisfied with the approach he suggested and the results which have continued to follow. I am really pleased with Dad’s wise and strong referral to work with Allen.

Peggy McGuire
Retired, RR Domelley

Allen Regehr has been a friend for more than 10 years and our adviser for about 5 years. He is honest, dependable, knowledgeable, and great to work with. Additionally, he is not too pushy! We are confident is Allen's wise council.

Gene & Sheila Curtis
Retired school teachers

I have enjoyed working with Allen Regehr for my life insurance needs for the past 17 years. Allen has sourced for me the most competitive and excellent service from the many companies that he works with. I have found Allen to be honest, trustworthy, and diligent in working for me to get the best rates for my life insurance needs. Thanks Allen!

Jerry Kliewer
Owner, Kliewer Packing

My wife and I have been clients of Allen Regehr for over 25 years. We own a business and have four kids all with their own families. We used other Financial Institutions and were not given the kind of service we get from Allen. He spent a lot of time getting to know our needs. We wanted to make sure that we would have a little extra to fall back On later in life. We were looking for a safe place to invest and have several annuities and life insurance contracts with Allen. He is dependable, has a strong sense of duty, and is knowledgeable. He regularly reviews our accounts with us and makes it understandable. We would recommend Allen to any person or business looking to establish a foothold for their financial future.

Herman & Patsy Chavez
Owners, C&H Fence & Patio

I have been working with Allen Regehr for almost 40 years. I had purchased a citrus nursery and in order to expand, I was asked by my loan officer to obtain life insurance. I don’t even remember who recommended that I speak with Allen, but I wish I did because I would love to thank them. He is thorough in his explanation of products and I have complete confidence in his abilities to care for my life insurance and investment needs. I have had a wonderful working relationship with this knowledgeable, trusting, and kind gentleman for so many years that I now consider him my friend.

Jackie Maxwell
CEO & owner, Lyn Citrus Seed