Welcome
Thank you for visiting Regency Financial Planning, LLC, a fee-only financial planning and Investment Advisory Firm registered in the state of Georgia. We specialize in providing hourly, as needed financial planning and advice to individuals and families regardless of their income, net worth or investable assets. "Fee-only" means that no third-party compensation or commissions are ever accepted. We work only for our clients.
What are your most pressing financial questions?
If you’re like most people, you may be wondering:
- How much money will I need to enjoy my retirement?
- Am I saving the right amount at this stage in my life?
- Are my investments properly allocated and diversified?
- What is the best way to save for our children’s education?
- Do I have the right kinds and amounts of insurance?
- I’m already retired, how much can I safely spend each year?
- I just left my employer, what should I do with my 401(k)?
- What estate planning documents should I have?
Our hourly fee approach gives you the flexibility to engage us based on your individual planning needs. These may range from doing a financial check-up, providing a second opinion or developing a customized financial plan. As a fee-only planning firm, we are paid only by our clients. We do not accept commissions from the sale of insurance, investments, or any other products. Because of this, our clients know that they will receive completely objective, conflict-free advice that is based solely on what’s in their best interest.
