Retire REGAL® — Coming April 21, 2026

Care to Roar™

When Strength Serves Others

April 21, 2026 — One Day Only

The Launch Day Event

For every copy of Retire REGAL® purchased on April 21st, Owens Financial Group donates $70 to the National Humane Society through a Donor-Advised Fund — the same structure used by high-net-worth philanthropists.

Care to Roar™ is the giving initiative built into Owens Financial Group’s foundation. Every milestone creates a new opportunity to scale its impact.

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$.99

You Buy the Ebook

Purchase the Kindle edition of Retire REGAL® on April 21, 2026 at the special $.99 launch day price.

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$70

We Make the Donation

For every copy purchased on April 21, 2026, Owens Financial Group donates $70 to the National Humane Society via a Donor-Advised Fund on your behalf.

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Impact

Animals Are Helped

Your purchase triggers a $70 donation from Owens Financial Group that funds sheltering, rescue operations, and humane advocacy nationwide.

Notify Me on Launch Day

Care to Roar™ donation applies to qualifying purchases made on April 21, 2026.

What’s Inside

Five Realms. One Complete System.
Built for the Retirement You Actually Face.

Retire REGAL® organizes retirement around five interconnected realms — and provides a framework for building a plan designed to address what happens when all five converge at once. This is not a collection of tips. It is a complete system.

The Five Foemen

The Forces That Threaten Retirement Freedom

Income risk, tax exposure, legislative shifts, market volatility, and health disruption. They don’t arrive one at a time. The Retire REGAL® framework is designed to help you address all five simultaneously — because a sound plan accounts for each.

The Retire REGAL® Stronghold™

Three Layers. One Structure Designed to Hold.

The Foundation, the Walls, and the Battlement. Each layer assigns your assets a specific role — so that when conditions are imperfect, the structure is designed to support income continuity even as circumstances change.

The Drawbridge Decisions

The 18-Month Window That Shapes Everything

There is a compressed window before retirement — often no more than eighteen to twenty-four months — during which the most consequential decisions are made. Social Security timing. Rollovers. Roth conversions. Medicare enrollment. Unlike accumulation, these decisions cannot be reversed. The Retire REGAL® framework maps them so they work together — not against each other.

The License to Spend

The Permission Structure Most Plans Never Create

Research by retirement income experts David Blanchett and Michael Finke identified a consistent pattern: retirees spend more freely from stable, dependable income than from portfolio assets of equal value — even when the math is identical. The Retire REGAL® Foundation builds the structural conditions for that shift — so retirement feels like participation, not rationing.

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this page constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of any future results or any past results for any specific client of Foundations. This page and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance does not guarantee future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. Any comments regarding safe and secure investments and/or guaranteed income streams refer only to fixed insurance products overseen by state insurance regulators and not any investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results. The information on this page is for educational purposes only and should not be construed as personalized investment advice. Insurance products including annuities and life insurance are offered through Owens Financial Group, LLC. Insurance guarantees are subject to the claims-paying ability of the issuing insurance company. The Retire REGAL® Process and REGAL Stronghold™ are proprietary planning frameworks developed by Owens Financial Group, LLC. They do not represent specific investment products or guarantee outcomes. Care to Roar™ is a trademark of Owens Financial Group, LLC. The Care to Roar™ donation applies to qualifying purchases made on April 21, 2026. This page is not affiliated with, endorsed by, or authorized by the