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"Superior Planning Brings the Future into the Present."… Mike Vance
Please contact me for a 30-minute free consultation/personal financial advice via Zoom.
I proudly serve clients throughout California and the nation.
Regency Financial Group
2855 Piedmont Ave.
La Crescenta, CA 91214
Tel: (818) 330 9610
Fax: (818) 369 7246
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I don't sell; I serve - Vahick A. Yedgarian
If you have been entrusted with the responsibilities for managing the assets and financial affairs for your family/organization, your have come to the right place. Vahick A, Yedgarian, CFP® an Independent Financial Advisor and a Registered Investment Advisor (RIA) - your CFP® Professional has helped his clients achieve financial success. He will start by helping you define your goals. Maybe it is a better return on your investments, reducing portfolio risk, or perhaps increasing future income, taking the right tax deductions and tax credits, or minimizing estate tax. Or, maybe you define success by the changes it allows you to make in your life: spending more time with family, donating time or money to charities, more leisure time or even working for fun.
Creating Comprehensive Financial Plan
If you are not looking for outperformance but looking beyond traditional planning and investment management then, it is possible to properly create your estate and financial plan to help you maximize your potential for meeting life goals through financial advice when the specifics are clear and well-understood. This requires knowing the details of your income, assets, liabilities, what you are spending, what you are investing/saving, and your plans for your estate. These are the foundations of a sound estate and financial plan, “breadth of services beyond investing.”
This is a team approach. Therefore, you as the client, your accountant, your attorney, and I as your advisor a CFP® Professional should determine whether you need estate and financial planning based on the following integration factors, supporting documents, and information.
Integration factors
- The number of relevant elements of your estate, personal, and financial circumstances that the advice may affect;
- The portion and amount of your assets that the advice may affect;
- The length of time your estate, personal, and financial circumstances may be affected by the advice;
- The effect on your overall exposure to risk if you implement the advice; and
- The reasons for not being able to implement the advice.
RFG’s Planning Process Involves Seven Steps
- Understanding your circumstances;
- Identifying and selecting short and long-term estate, personal, and financial goals;
- Analyzing your current course of action and discuss potential courses of actions;
- Developing one or more recommendations for maximizing your potential for meeting your goals;
- Presenting the recommendations to discuss and finalize;
- Implementing the final recommendations; and
- Monitoring the progress and updating the plan.
Achieving Your Financial Goals
RFG's comprehensive financial planning services may include but not limited to the follwings.
- Estate planning
- Review current estate plan
- Financial planning
- Review current financial plan
- Initiate investments
- Review current investments
- Cash flow management
- Employee benefits planning
- Survivor income to maintain current or better standard of living
- Business partnership agreement
- Non-partnership business interest agreement
- Business buy-sell agreement
- Corporate stock ownership agreement
- Corporate stock repurchases
- Review current tax return
- Income tax planning
- Current income tax reductions
- Retirement planning - Investing
- Determine the most effective retirement plan options
- Education expense planning
- Investing for grandchildren/dependents
- Maintain current or better standard of living at retirement
- Maintain current or better standard of living, if disabled
- Planning to start own business
- Review of current insurance policies
To find out more about financial planning services offered through RFG, contact us at (818) 330-9610 or email This email address is being protected from spambots. You need JavaScript enabled to view it.
