Regal Creek Wealth Management

Products And Services

• Investments

  As an independent firm, we understand every client’s investment needs are different. Therefore, it’s our approach to get to know you before we talk strategy, as well as to educate you about all the investment options available. Then we’ll develop a blueprint for managing your investment portfolio successfully.

  Link: Investments

• Retirement Planning

  From accumulation of assets to their distribution, retirement planning is based on the answer to one question: How do I replace the majority of my income once I stop working? We will help you answer that question. Personal situations differ, and we are committed to helping our clients set a realistic financial plan for a secure financial future and retirement.

  Link: Retirement Planning

• Individual Estate Planning

  Estate planning addresses this common question: What will happen to my assets once I’m gone? It’s important to plan who will take care of our children or how our assets will be divided. We’ll partner with you to create a personalized plan that allows you to feel comfortable building a trust, buying life insurance, planning for estate taxes, and talking to your heirs.

  Link: Individual Estate Planning

• Charitable Giving

  If you’d like to donate to a cause or an organization close to your heart after you’re gone, we’ll help manage the details of charitable estate planning. Charitable giving can provide many tax advantages, as well as serve as a legacy after you’re gone.

  Link: Charitable Giving

• Asset Protection Planning

  As a proactive legal action, asset protection planning keeps your assets safe from future creditors, lawsuits, divorce, or judgments. You cannot start this process after a lawsuit has been filed against you. Therefore, it’s a good idea to put an asset protection plan in place after you finalize estate plan details. Your plan, tailored to your specific assets, will cover all areas, from trusts to retirement accounts.

  Link: Asset Protection Planning

• Securities Planning

  Deciding the right time to start receiving Social Security benefits is a personal decision that differs for everyone. We are here to help you through this component of the retirement planning process and will guide you through the choices available.

  Link: Securities Planning

• Business Investments

  From mutual funds to stocks and bonds, we are equipped to educate our clients on all available investment options. Goals differ for every business, and that is why we create completely personalized investment plans based on your specific needs.

  Link: Business Investments

• Insurance Planning

  Proper risk management is a crucial aspect of the financial planning process, especially for businesses. We will walk you through every step of the insurance planning process so that you’ll make the right decisions to help your business gain or maintain financial success.

  Link: Insurance Planning

• Business Contribution Plans

  Creating a defined business contribution plan for your employees offers them fixed, pre-established benefits at retirement. At Regal Creek Wealth Management, we research plan components and determine viable options to create a personalized plan that fits your business. Whether it’s a 401k, 403b, SEP IRA, SIMPLE IRA, or other profit-sharing plan, your customized plan will provide you and your employees with the best benefits available.

  Link: Business Contribution Plans

• Employee Benefits

  In order to attract and maintain the top talent in your industry, it’s important to offer a thorough employee benefits package. We will help you design a personalized employee benefits package that will represent your business positively to current and prospective employees.

  Link: Employee Benefits

• Estate Planning

  As a business owner, you’ve worked hard to bring your ideas to life and make them profitable. Don’t let your hard work go to waste once you’re gone. Deciding what will happen to your business when you can no longer run it is an important component of your financial planning. Our team will guide you through every step of the estate planning process so that your business is well-positioned for the future.

  Link: Estate Planning