regalcapital.net
Regal Capital Management | Financial Planning and Wealth Advisory | Bedford, IN 47421
http://www.regalcapital.net/personal.php
At Regal Capital Management we work with individuals and families like yours to help you set and achieve your personal financial goals. Regal is a fee-based firm, so you can rest assured we make un-biased recommendations based solely on your best interest. Risk Management (Life, Disability, Long-Term Care Insurance). Regal Capital Management, Inc. Disclosure. Bedford, IN 47421. 525 S Walker Street. Bloomington, IN 47403. Web: www.regalcapital.net. Website by Little America, LLC.
regalcapital.net
Regal Capital Management | Financial Planning and Wealth Advisory | Bedford, IN 47421
http://www.regalcapital.net/business.php
This process begins with data gathering, where we disover the motivations behind certain benefits. These objectives will often include encouraging employees to save for retirement, rewarding key or rank and file employees, or both, employee retention, funding retirement objectives for owners, or reducing company overhead. Company Retirement Plan Design and Implementation. SIMPLE IRA and SIMPLE 401(k). Other Benefits Programs Executive Compensation. Corporate Owned Life Insurance (COLI). Bedford, IN 47421.
regalcapital.net
Regal Capital Management | Financial Planning and Wealth Advisory | Bedford, IN 47421
http://www.regalcapital.net/aboutus.php
Is a registered investment advisory firm providing comprehensive financial planning and investment counsel for individual clients, small to medium-sized businesses, and non-profit organizations. Our recommendations are completely objective and are customized to the needs of each client. Please, feel free to browse the rest of our site at your leisure and explore whether our approach and philosophy might be right for you. We are currently accepting new clients and look forward to hearing from you. Our sta...
regalcapital.net
Regal Capital Management | Financial Planning and Wealth Advisory | Bedford, IN 47421
http://www.regalcapital.net/ourapproach.php
The Wealth Management Process. Our mission is to partner with clients to accumulate, manage, and preserve wealth through comprehensive financial planning and investment counsel. We avoid potential conflicts of interest by working solely for you. We are not mandated to sell certain products. We are a Registered Investment Advisor that practices stewardship and not salesmanship. Customized 401K and 403B Plans. Income Tax Planning and Preparation. Payroll Processing and Tax Filing. Educated and experienced ...
regalcapital.net
Regal Capital Management | Financial Planning and Wealth Advisory | Bedford, IN 47421
http://www.regalcapital.net/nonprofit.php
Our host of services can easily be implimented to benefit your non-profit organization. Estate, Trust, and Gift Tax Return Preparation. Education and Consulting Services. In addition to working with non-profit organizations, we also specialize in religious organizations providing the following:. Educational programs and Stewardship Classes. Retirement programs for ministerial and staff. Regal Capital Management, Inc. Disclosure. Bedford, IN 47421. 525 S Walker Street. Bloomington, IN 47403.
regalcapital.net
Regal Capital Management | Financial Planning and Wealth Advisory | Bedford, IN 47421
http://www.regalcapital.net/disclosure.php
Regal Capital Management, Inc (Regal). Is an investment adviser registered with the Indiana Securities Division pursuant to the Indian Securities Act. You may request a Regal Form ADV for complete details of all financial services. Use of the Regal Internet Site. Regal does not solicit for or accept Client securities transactions over the Internet. The ability to access this site should not be interpreted an offer to provide advisory services or solicitation of requests to receive advisory services in an...
regalcapital.net
Regal Capital Management | Financial Planning and Wealth Advisory | Bedford, IN 47421
http://www.regalcapital.net/index.php
We work with individuals and families like yours to help you set and achieve your personal financial goals. Regal is a fee-based firm, so you can rest assured we make un-biased recommendations based solely on your best interest. Our unique approach to the design and implementation of corporate retirement plans and executive benefits stems from the fact that we are an independent planning and consulting firm, so we do not sell products, and are not biased in any way. Regal Capital Management, Inc.
