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