At Regent Financial we believe in creating a complete financial plan to help you reach your financial goals both personally and for your business. We want to let both our new and existing clients understand how we do business and the benefits you can expect with the process we use. You can use it to both get on going client reports with updated values on your portfolio and also keep up to date on our suggestions and advice.

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About Us Report

At Regent Financial we take pride in providing top quality, professional investment advice with a very personal focus. We like to say that it is our job to "help people to achieve their financial goals for themselves and for their families in a timely and cost-efficient manner." Whether you are young or old, just starting your career or coming near retirement our goal is to work with you to grow and manage your wealth.

Our Process Report

When we first meet our objective is to review your particular situation, your overall goals and gather all the relevant information specific to your situation so that we can start and develop a solid understanding of where you are and want to go.

Identifying your larger scale goals and the objectives through an in-depth discussion of your financial situation, time frame, risk tolerance and expectations is the best approach for aligning our planning skills with your reality today.Next we'll work with you to clarify and help you to set specific goals.

Resources Report

Provided for illustration purposes only. The Savings/Retirement Calculator results are based on the information you provide and assume that the annual interest rate over the specified years will not change. Actual rates may vary and will affect the maximum Future value. This calculator is for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs.

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