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    Empowering you to make educated decisions.

    We’ll thoroughly address your questions, so you can make informed decisions for you and your family.

    Our Process
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    Our first priority will always be your financial needs.

    As your trusted financial advisor, we specialize in effective strategies that help you reach your financial goals.

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    We’re here to help you reach your financial goals.

    Whether you’re planning for a family, retirement, or anything in between, feel confident about your finances.

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    Financial guidance to help take your business to the next level.

    We offer financial business consulting, tax planning services, and investment and risk management.

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    What is a Certified Financial PlannerTM?

    To receive authorization to use the CFP designation a candidate must meet education, examination, experience and ethics requirements established by the Certified Financial Planner Board of Standards, as well as pay an ongoing certification fee.

    For Individuals

    We develop personalized wealth management plans to help you pursue your financial goals. Increase your means through budgets and investment options.

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    For Businesses

    Our wealth advisors create comprehensive financial and tax plans for businesses and business owners. We tailor our strategies to your business and guide you every step of the way.

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    Learn More About the Benefits of Financial Planning.
    Contact Us Today to Learn More.

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    Our Process

    We want to provide a plan for your situation, whatever it may be. That’s why our process always begins with a one-hour consultation at no charge to learn about you, your ideas, and what you want to achieve financially. We follow up that consultation with our four steps of financial planning: accumulation, distribution, protection, and legacy.

    Accumulation

    Life can take unexpected turns. Saving money to prepare for those detours is important. By funneling a certain amount consistently, we prepare you for sending your kids to college, retirement, and other big life events.
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    Distribution

    Retirement becomes a focus for much of our adult lives. Ideally, you will want to replace close to 80 percent of your income in order to maintain the same standard of living. Distribution determines the best ways to accomplish this as the cost of living increases.
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    Protection

    Following accumulation and distribution, we focus on protection from debt, estate expenses, and disability. How can we help you protect yourself? Your assets? What can you put in place to protect your children and your estate?
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    Legacy

    Determining how money will be handled after you’re gone can be difficult. We help guide you through the decision-making process to choose a suitable direction for your assets and estate.
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    Stay Connected with Regal Creek Wealth Management for the Latest Financial Planning News.