Broker Check
 
We hear you In good markets and bad A better experience Education and Advice

We can’t change the direction of the wind, but we can adjust your sails to help you reach your destination.

View our Services
 

Why Regent Financial

 
 

Who We Serve

 
 

What We Do

 
 

Your Risk Score

 
 

In the Media

 
 

What’s New

 
 

Our Compensation

 
 

Let’s Talk

 

Helpful Content

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

View all articles arrow

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

View all videos arrow