WEALTH gives you the freedom and security to provide for your family and to pursue a fulfilling life. Professional services such as asset management, advisory, consulting, and wealth management may assist you to attain that wealth.
REGENCY FINANCIAL GROUP (RFG) is a financial planning, investment advisory, and wealth management firm established in 1995, which assists clients in every aspect of their financial life, including asset management, financial planning, portfolio management, risk management, business management consulting, wealth management, state, federal, and estate tax planning.
As a RFG client, you benefit from our dedication to personal attention – even with issues beyond your portfolio. Our commitment to providing broad-based financial services is based on the premise of meeting all of your financial, investment, and tax planning needs.
RFG’s investment advisory, asset management, financial planning, portfolio management, and wealth management services are available to individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement/profit sharing plans. RFG charges a fixed annual fee as a percentage of assets under management when managing client assets and investment portfolios at qualified custodians.
Investing in securities involves risk of loss that clients should be prepared to bear.