Financial Planning Services

About Financial Planning

Financial planning is much more than investing—it considers all aspects and areas of your life, from budgeting, paying taxes, and retirement to saving for higher education and organizing family vacations. At Regency, we believe it is essential for our advisors to understand how to bring all of the pieces of your life together to create a broad, cohesive financial plan.

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Working with a Qualified Professional

Key Benefits of a Certified
Financial Planner™

A fiduciary financial advisor is a professional who is legally bound to create financial plans for clients in the best interest of their needs and goals. Only practitioners who fulfill the requirements of the Certified Financial Planner Board of Standards, Inc. (CFP Board) can display the CFP® certification marks. Requirements include education in tax planning, employee benefits, retirement planning, estate planning, investment management, and insurance; work experience; and ethics training.

Regency's CFP® Professionals can assist with:

Defining your personal
financial goals
Providing guidance or
advice in various financial
planning-related topics
Analyzing your current
financial status
Helping you meet an immediate or unexpected financial need or plan for a future life event
Defining your personal financial goals
Providing guidance or advice in various financial planning-related topics
Analyzing your current financial status
Helping you meet an immediate or unexpected financial need or plan for a future life event
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.
Serving Clients at the Highest Level

CFP® Professionals at Regency

Our CFP® professionals at Regency Investment Advisors are proud to offer qualified experience to our clients.
Aligning with Your Best Interests

Financial Planning Services at Regency

More Information About Financial Planning

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Disclosure

You are now leaving the Regency Investment Advisors (“Regency”) website and will be entering the Charles Schwab & Co, Inc (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Regency or any advisor whose name appears on this website. Regency is independently owned and operated. Schwab neither endorses nor recommends Regency. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Regency under which Schwab provides Regency with services related to your account. Schwab does not review the Regency website and makes no representation regarding the content of the website. The information contained in the Regency website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.