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Regent works side by side with families, financial professionals, institutions and accredited individual investors to create a fully diversified portfolio. Our experience and expertise in alternative investments, fund of funds and estate planning enable us to create portfolios that achieve significant absolute risk-adjusted returns in all market condition

Our Commitment

We are committed to assisting our clients in achieving their financial aspirations by offering a variety of investment services. We emphasize long-term financial planning and the advantages of tax-deferred investments, while incorporating the disciplines of asset-allocation and periodic portfolio review.

Our programs include retirement plans, mutual funds, annuities, guaranteed interest rate, fixed investments, term and variable-life insurance, as well as long-term care and disability insurance plans. Our planning services include analysis and personalized recommendations in the following areas:

1. Comprehensive Financial Planning 2. Insurance Planning 3. Investment Planning 4. Income Tax Planning 5 Retirement Planning & Employee Benefits 6. Estate Planning

Our Principle

We operate on the principle of expert guidance and timely solutions, we will ask a lot of questions, and most importantly, we will listen to your thoughts, concerns, and dreams. We will work with your attorney and accountant to be sure your financial planning is complete and coordinated. The process is extensive, and you can be assured the results are worth the time and effort; a personal plan tailored to your unique situation and geared toward helping you reach your life goals. Here you will find a wealth of information related to our company, personal financial planning and investment management. Contact us for additional information at 786-406-1756.