Regan Schiller

WORK HISTORY

EDUCATION

ABOUT REGAN SCHILLER

As a Certified Financial Planner and Registered Retirement Consultant, I help pre-retirees and their families with planning for retirement so they can get back to doing what they love. We provide Retirement and Estate Planning along with Insurance to create a holistic plan to provide peace of mind in retirement. I do all of this with an in-depth approach and client-focused service. My clients come to me when they: Are looking to retire and want to know how much they need to retire comfortably Want to identify their primary risks in retirement Need a comprehensive retirement plan that takes their specific needs into consideration Want to reduce their taxes in retirement Want to maximize their peak earning and saving yearsThe landscape has changed for people looking to retire and my clients are tired of putting all of their energy into: Worrying about not having saved enough for retirement Working longer than they may have to Concerns about leaving behind money for their loved ones Not knowing where their income will come from in retirement Within just a few months of creating a, they’re frequently able to: Feel at ease with a plan they can rely on Spend more time with family without money worries Be tax efficientYou’re in the process of planning for retirement. Yet you spend the bulk of your time worrying about the financial aspect of retiring and not nearly enough energy on planning the activities, travel destinations and time with family that make retirement meaningful. That’s where I come into play. I am here to help create an in-depth retirement plan that takes into consideration your unique needs and desires.If you’re ready to start your planning journey, then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs.