(866) 260-6929 info@regentone.com Home Services Resources News About Contact Client Log in Process Overview Home » Services » Individuals & Trustees: Process Overview Getting Started Taking the first step New Client Intake Forms Fiduciary Standard Of Care Second Opinion Service Independence Means Greater Freedom For All Individual Finance Process Overview Investment Management & Advisory Services Introduction – Accumulation – Taxation – Estate Planning – Retirement Planning – Risk Management Preferred Portfolio Services (PPS) Partner with an expert. No matter what your level of wealth, working with a Regent Financial Services Professional can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation: how to target asset growth Risk management: how to protect your assets Taxation: how to minimize your tax burden Business planning: how to grow and manage your business Retirement planning: how to target distribution of your assets in a tax-advantaged way Estate planning: how to preserve your assets Create a comprehensive plan, which includes an Investment Policy Statement (IPS) By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future. Support your financial goals Working together with a Regent Financial Services Professional will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. Like what you see? Contact Us This communication is strictly intended for individuals residing in the states of California, Florida, Idaho, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Vermont. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Regent Financial Services. Privacy Policy Copyright © 2020, Regent Financial Services | 18 Pleasant Street, Brunswick, ME 04011 Commonwealth Financial Network and Regent Financial Services does not provide legal or tax advice. Code