Wealth Management At Regal Advisory Services, we pursue wealth planning on behalf of our clients and their families. While traditional financial planning includes all aspects of your financial life from your first paycheck through retirement, wealth planning focuses on those strategies and preservation techniques suited for clients who have built a substantial asset base and are looking for ways to preserve what they have. Preservation and predictability are top priorities and we help remove the mystery around the process of planning for retirement. We give you the knowledge to take control of your financial life and help show how long-term investing can work to help provide you consistent income, as well as aid in preserving and growing your wealth. Initial Wealth Plan Features We strive to care more about your money than anyone who doesn’t share your last name. We ask questions to understand your needs and objectives. We help you determine where you are and help you prepare a plan that gives you the highest chance of meeting your goals. We guide you to think about areas of your financial life you may not have considered. Ongoing Wealth Plan Benefits We guide you through difficult and great periods in the stock market by sharing historical perspective. We review and revise your investment portfolio as conditions may change. We educate you on retirement issues, estate planning issues, economics,college savings and financial aid options. We can help educate your children and grandchildren about investments and financial concepts.