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A Broad Range of Clients

At Regal Capital Management, we believe everybody deserves sound financial advice..Our clientele consists of individuals and families, retirees and soon to be retirees, non-profit organizations, and businesses. We can develop and manage customized 401K and 403B plans tailored for businesses and organizations or serve as investment advisors and consultants for your current plan.

 

Businesses

  • Business Succession Planning
  • Employee Benefits Planning
  • Customized 401K & 403B Plans
  • Business Consulting
  • Payroll Processing & Tax Filing


Individuals & Families 

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Preparation Services
  • Education Funding

 

Non- Profit Clients

  • Cash Flow Analysis
  • Investment Management
  • Gifting Strategies
  • Estate, Trust, & Gift Return
  • Education Programs