Who We Serve
At Regent Financial Services, we are educators, financial planners, investment managers and consultants. Clients seek our services when they would like professional assistance but don't have the time. Once you’re free from worry and stress relating to your finances, you will be amazed how much more time you have to spend with family and things you enjoy.
We specialize in serving:
Working Professionals and Families
We work with individuals and families who are still in the savings and growth stage of life and may be asking, “How do I get there from here?” We help you plan for life events and retirement using detailed wealth projections, spending plans, and distribution strategies. This plan includes coordination and optimization of your tax strategies, employee benefits, insurance products, and estate plans.
Pre-Retirees and Retirees
Whether your focus is on stock options, social security claiming strategies, or leaving a legacy, many will ask, “Have I saved enough?” We help you plan for all stages of retirement. Consolidating accounts like IRAs and 401(k) plans may help to simplify your life at this stage. When you are considering distributions, we understand that income must not simply last, but also grow to keep pace with inflation. Our long term strategies can quiet the short term media “noise” and help temper the emotions that can hinder even the best financial plans.
Just like men’s, women’s financial needs differ markedly based on marital status, employment status, caregiving demands, and life stage. In working with a wide range of women, we have come to learn how to better understand your particular needs. We customize our services to best fit your risk preferences, income, and legacy goals.
Whether you want to buy a home, start a family, engage in a new career, build your credit score, pay off debt, or start a savings plan, our processes help you develop your financial vision and make informed choices. Our planning is right-sized for your needs.
Clients in Transition
We frequently partner with clients during significant life changes such as employment transitions, loss of a spouse, remarriage, inheritance events, and 401(k) questions. We take pride in educating our clients on investments and finance, particularly if they are new to the topic.
As a business owner, you know all about hard work and commitment. You’ve overcome challenges and achieved milestones along the way, Regent Financial understands. Whether it’s establishing your employee retirement plan or giving you the strategies to benefit from and protect your wealth, we help you focus on managing your business.
In addition to our own experience and financial knowledge, we have access to all the resources of LPL Financial, one of the country’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice on your business assets and personal assets – and more time to devote to growing and planning your business.