Why have a company retirement plan?
A retirement plan has many benefits for you, your business and your employees. Retirement plans allow you to invest now for financial security when you and your employees retire. As a bonus, you and your employees get significant tax advantages and other incentives. According to the IRS, some of the benefits include:
Open Architecture (401k) Plan Structure
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.