Wealth Management

The objective of Regent Financial Services is to preserve and grow wealth so that clients may attain or enjoy the lifestyle for which they planned.

While it is important to begin with the end in mind, the beginning is a financial plan which incorporates all of the foreseeable events of concern such as marriage, birth of a child, retirement, loss of a spouse, loss of a job, long term health care concerns,  promotion, or inheritance.

Do you have a comprehensive financial plan outlining your goals, risk profile and needs which is current? 

Do you have a unified comprehensive analysis of all of your investment and insurance holdings so that an assessment of risk, performance against a benchmark, and likely outcomes may be compared to your current goals and objectives?

Can you project what your retirement income needs may be and the estimated income from your current investments?

If you own a family business have you considered an exit strategy that is designed to provide an income after your working career?

Our highly qualified Infinex Financial Advisors are available to assist you in addressing these questions.

Disclosure:
Regent Financial Services are available at 1540 South Federal Highway, Pompano Beach, FL 33062 or by appointment at a time and place of your convenience. Investments and insurance products and services are offered through Infinex Investments, Inc., Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk including the possible loss of value.