The most important step toward financial security is organizing and understanding your financial situation.
Types of Financial Planning services Regency provides:
Household Finances / Budgeting / Cash Flow
Insurances (general concepts)
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.