About Us

INNOVATIVE financial SOLUTIONS FOR those nearing or in retirement.

What Matters To Us

We have made planning for those nearing or in retirement our primary focus. Our determination is to help our clients decide where their assets will have a proper balance of maximum protection along with maximum growth.

While the details of the plan design will vary from person to person, the protection of a client’s assets and their enjoyment of retirement is always the common objective.

About Allen Regehr

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Allen F. Regehr CLU, ChFC, graduated from San Diego State University in 1976 with a Bachelor of Science degree in Business Administration. He began his financial planning and insurance career in  1977 with the Prudential Insurance Company of America. He has been an independent representative of numerous insurance companies since 1979. He earned the Chartered Life Underwriter designation from the American College in Bryn Mawr, Pennsylvania in 1987 and became a Chartered Financial Consultant in 1989.

Allen has worked out of his Taylor Regehr Financial Services office at 1013 West Center Ave in Visalia since 1992. He is a member of and serves on the board of directors for the Tulare Kings County Estate Planning Council, is a Registered Representative of Securities products offered through Capital Synergy Partners, and is active with Gateway Church in Visalia. With over 40 years of career experience, annual continuing education, a strong commitment to his clients’ success and working relationships with local CPA’s and estate planning attorneys, Allen is well positioned to provide prudent, workable, and successful financial planning services.

Allen F. Regehr CLU, ChFC, graduated from San Diego State University in 1976 with a Bachelor of Science degree in Business Administration. He began his financial planning and insurance career in  1977 with the Prudential Insurance Company of America. He has been an independent representative of numerous insurance companies since 1979. He earned the Chartered Life Underwriter designation from the American College in Bryn Mawr, Pennsylvania in 1987 and became a Chartered Financial Consultant in 1989.

Allen has worked out of his Taylor Regehr Financial Services office at 1013 West Center Ave 

in Visalia since 1992. He is a member of and serves on the board of directors for the Tulare Kings County Estate Planning Council, is a Registered Representative of Securities products offered through Capital Synergy Partners, and is active with Gateway Church in Visalia. With over 40 years of career experience, annual continuing education, a strong commitment to his clients’ success and working relationships with local CPA’s and estate planning attorneys, Allen is well positioned to provide prudent, workable, and successful financial planning services.

Allen and his wife, Diane, have been married for over 41 years and have three grown sons, Nathan, Jonathan (Kirsten), and Andrew.

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