Financial Planning

The most important step toward financial security is organizing and understanding your financial situation.

Financial Planning is much more than investing; it considers all the pieces of your financial life, from budgeting and retirement planning, to saving for education and managing taxes. Understanding how to bring all the pieces of your financial life together is a challenging task.
Why a Financial Planner?

A financial adviser is a professional who renders financial services to clients. That broad definition would include a lot of individuals who deal with the money side of life—from lawyers to CPAs to insurance agents, not all of whom are qualified to provide an extensive range of long-term financial advice.  Only professionals who fulfill the requirements of the Certified Financial Planner Board of Standards, Inc (CFP Board) can display the CFP® certification marks. Requirements include education, an exam (covering topics including tax planning, employee benefits and retirement planning, estate planning, investment management and insurance), work experience and ethics training. There are 4 CFP® professionals at Regency.

Certified Financial Planner Board of Standards, Inc (CFP Board) owns the certification marks CFP®Certified Financial Planner™ and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

You may find a CFP® professional can provide assistance in:

Types of Financial Planning services Regency provides:

Household Finances / Budgeting / Cash Flow

Insurances (general concepts)

College Planning

Employee Benefits

Retirement Planning

Estate Planning (general concepts)

Tax Planning (general concepts)

Outside Investment Review

The Regency Difference

Decades of Experience

Regency’s team consists of financial professionals who are committed to demonstrating our high standards of service and true value in every client interaction. Our comprehensive financial expertise and real-world experience guides and informs our every decision and suggestion to our clients.

Focused on Relationships

Founded on the vision of relationship-driven advisory services, we endeavor to build lasting relationships with our clients. As appropriate, Regency will introduce you to unaffiliated professionals or coordinate with your existing professionals, to help you implement your financial plan.

Driven by Value

We differ from typical brokers by adopting a fee-based model, rather than one based on commissions and sales-driven motivations. Because our solutions are based on a reasonable and transparent fee, our advisory services are motivated by what’s best for our clients, not a third-party interest.

Your Future. Your Family. Our Focus.
Get in touch today for an introduction to Regency Investment Advisors and our services