Financial Planning
The most important step toward financial security is organizing and understanding your financial situation.
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.
- Defining your personal financial goals
- Analyzing your current financial status
- Providing guidance or advice in various financial planning related topics
- Helping you meet an immediate or unexpected financial need or plan for a future life event
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.