Timothy A. Regan, CFP<sup>&reg;</sup> - Financial Advisor

Timothy A. Regan, CFP®

PrairieView Wealth Partners

18331 Distinctive Dr
Orland Park, IL 60467
FINANCIAL ADVISOR'S WEBSITE
(708) 326-4750 CONNECT WITH Timothy
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General

Timothy Regan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PrairieView Wealth Partners in Orland Park, IL and the surrounding communities.

Financial Advisor Overview

My expertise is my income-in-retirement strategy. Using a process I've developed, I will help design a plan for retirement. Once in place, my clients can more fully enjoy their lives and families, and live generous lives long after they have finished working full-time. Based on your goals, needs, and budgets, I can help develop a spectrum of financial solutions - including retirement income accumulation and distribution. I'll also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - FIC

Insurance Licenses

  • Life insurance: IL,IN
  • Health/disability insurance: IL,IN
  • Fixed annuities: IL,IN
  • Variable annuities: IL,IN

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources