Estate Planning: Personal and Specific
We have a saying, today the average investor has at their fingertips the power to invest in a way advisors 20 years ago could only dream of. The issue is often defining what your investments are supposed to do and managing them in a time efficient and consistent manner.
Define an accountable goal and we usually
suggest you should have one of 3 definable goals
Overall efficiency of the Equity Markets as
a Core holding
Tax efficiency of Investing
Consistent follow up and accountability
This is where we can help by adding value by:
1.Determining what you are doing well
2.Pointing out strategies that might compliment what you are already doing
3.Pointing out strategies that might compliment what you are already doing
4.Giving you access to services you wouldn’t already have access to
Our Clients tend to fall into 3 categories
1.Those who just need education and want a flat fee arrangement
2.Those who want a specific strategy for diversification but will self retain other investments
3. Those who want a personal relationship with an advisor who invests on their behalf taking the stress away from them
Deeper Dives:
Please see our fees under about us here
DISCLAIMER:
Investment advisory services provided by Regal Investment Advisors LLC, an SEC registered investment adviser. Regal Investment Advisors is independent of Fortress Mega, LLC. Advisory services are only offered to clients or prospective clients where Regal and its representatives are properly licensed or exempt from licensure. SEC registration does not imply a certain level of skill or training. The information presented is general in nature and should not be considered to be investment, legal, tax, accounting, consulting, or any other professional advice. It is not a solicitation of, or an offer to buy or sell, any securities or advisory services. The purpose of the information presented on this website is to educate and inform. The content is developed from sources believed to be providing accurate information. In all cases, you should consult with a professional familiar with your particular situation for guidance concerning specific financial matters before making any decisions.
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