Overview of Our Services
Overview of Our Services
At Regal Wealth Advisors, we believe that in a financial world with increasing complexity, conflicts-of-interest, and volatility, a holistic approach - supporting our clients' overall financial well-being - is essential to pursuing long-term success.
Comprehensive professional financial advisory services and strategies.
Many financial advisors do not provide comprehensive financial planning and counsel. We believe it is perceived as unglamorous - too costly and burdensome to provide. We strongly disagree. That is why our comprehensive advisory services go beyond portfolio management, and encompass risk management, asset protection, financial and tax planning, and wealth transfer. In keeping with that same philosophy, we serve our business-stakeholder clients with sound business and comprehensive employee benefits.
Our Services
- Financial planning for Individuals and business owners
- Retirement income and distribution planning
- Investment management
Personal Insurance services including:
- Life insurance
- Disability insurance
- Long term Care insurance
Employee benefits business strategies including:
- Retirement plans
- Executive benefits programs
- Key-Person Coverage Protection and Buy-Sell Agreement Funding
Regal Wealth Advisors and LPL Financial do not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.