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Our Approach

As independent financial advisors, we have the freedom to work with your best interests in mind at all times. Learn why our independence is your advantage.

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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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WELCOME TO REGENT FINANCIAL GROUP, LLC

Regent Financial Group, LLC helps individuals, families and businesses create, accumulate, preserve and distribute wealth. Our professionals do this with a goal to be disciplined, objectivity, and have gained the perspective from years of wealth management. We understand that clients want comprehensive investment advice and a full menu of sophisticated financial planning services and products.

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck