Providing Client Solutions, Forward-Thinking Leadership, and an Unwavering Commitment to Independence
Regal Financial Group
Regal Financial Group is a full service financial firm specializing in retirement planning, investment management, and multi-generational planning. We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Our approach to financial planning does not contain piecemeal recommendations, but rather tailored financial plans customized around your unique set of goals. We build long-term relationships throughout the years to monitor and adjust the plan along the way.
Regulus Financial Group, LLC
The Broker-Dealer space has become overly crowded with firms that provide no real distinction between each other. Separate from the pack and experience an environment where opportunities for success are being created.
Regal Investment Advisors
Our award-winning and nationally-recognized advisory firm is bringing new meaning to the term “open architecture”. Bolt on to a platform that provides a degree of separation, resources, and client value.
Regal Charitable
Regal Charitable (RC) can help you fulfill your philanthropic goals and create your legacy through our Donor-Advised Fund Program. A Donor-Advised Fund is a simple way to pass on your values and assets to the next generation.
RC will work with you to help create a customized giving plan to support qualified charities. You will benefit from a charitable tax deduction while allowing your investments to grow tax-free. This gives you the opportunity to plan how to support your favorite charities. We offer customized solutions and guide you through the sometimes difficult process of transferring your assets while sharing your values with your heirs and/or benefactors.
LIONSHARE
LIONSHARE and its strategic partners have the ability to create compliant marketing materials such as pitch books and financial presentations, analyze investment performance statistics, and manage advisor relations.
LIONSHARE creates a bridge between portfolio managers and potential advisors to expand the marketplace. We offer analysis on risk, performance, and fee structures. Through these efforts, LIONSHARE builds strong relationships and helps create a positive client experience.
For inquiries, contact Don Carlson at 800.357.4757
or fill out the form below.
