The professionals at Regal Wealth Advisors work closely with individuals, families, and business owners to develop and implement comprehensive financial plans focused on wealth accumulation, lifestyle preservation, and the transfer of financial legacies to the next generations.
We partner with clients to help them crystallize their short-term objectives and long-term goals, then develop strategies to help them pursue those aims. Our financial planning process is collaborative and open—we want our clients to know all of their options and understand our specific recommendations. Our clients value long-term relationships, have realistic expectations, and recognize that planning their financial well-being is an ongoing process, not an event. They entrust their financial futures to us, and we are committed to never having them question that faith.
Group benefit plans: life, long-term care
Qualified retirement plans: 401(k)*, Keogh
Buy/sell agreements and funding strategies
Executive tax and compensation planning
Pension maximization strategies
Social security planning
Planning for a second home
Holistic financial plans*
Insurance planning: life, longterm care, and disability
Life insurance policy audits
Income and cash flow analysis
Estate tax planning
Family gifting strategies
Review of Wills
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
We partner with clients to help them crystallize their short-term objectives and long-term goals
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