Investment Planning

As an initial step, we at Regal Financial Group – Montgomery County evaluate each client’s current holdings to determine how appropriately they meet the desired objectives. These might include financial products for retirement income, education, charitable or other gifts, survivor income, or...
 

Retirement and Income Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. Longer life spans have created several new issues that need to be taken into consideration when planning for retirement. Transitioning from earned...
 

Longevity Planning

When planning for longevity, we typically focus on the potential need for assisted living and long-term care because of the potential for critical or catastrophic illness, and the appropriate survivorship income should one spouse predecease the other. Assisted living and long-term care can be a very...
 

Estate Preservation and Legacy Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement and produces a legacy even after they have passed...
 

401(k) Self-Directed Brokerage

At Regal Financial Group – Montgomery County, we may have the unique ability to professionally manage your 401(k) while you’re still at your employer. By utilizing the “Self-Directed Brokerage” option within your plan, your assets remain at your current custodian (Fidelity or Vanguard, for example)...
 

Charitable Giving

A Donor-Advised Fund is a simple way to pass on your values and assets to the next generation. Regal Charitable can help you fulfill your philanthropic goals and create your legacy through our Donor-Advised Fund Program. Along with Regal Charitable, we will work with you to help create a customized...