Services
Regency Financial Planning, LLC is a fee-only financial planning and Registered Investment Advisory firm serving metropolitan Atlanta. We specialize in providing hourly, as-needed, financial planning advice to individuals and families, regardless of net worth, income or investable assets. As fee-only advisors, we work solely for our clients. We sell no products and accept no commissions. We are not affiliated with any bank, brokerage firm or insurance company. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.
We take a flexible approach to offering financial planning services, working by the hour or by the project. We can develop a coordinated financial plan or just help you with a specific concern that you may have today. Fees for a full financial plan typically range between $1600 and $2900. Whether you are building assets for the future or seeking to protect, enjoy and pass on wealth you already have, Regency Financial Planning can help you along the way.
Your financial objectives may include:
- Generating adequate retirement income
- Providing for a child’s education
- Reviewing your current investments
- Getting financially organized
- Reducing the risk of financially devastating events
- Gaining peace of mind through proper planning
To help you reach these important goals, our services include:
- Retirement Planning Strategies
- Cash Flow, Budgeting and Debt Management
- Asset Allocation Analysis and Strategies
- Education Funding Advice
- Life, Disability and Long Term Care Insurance Needs Analysis
- Lump Sum Distribution Advice
- Estate Planning Review
- Second Opinion On Investments or Current Financial Plan
- Coordinated Personal Financial Planning
To get started, call us at 404-633-1910 or email info@regencyfinancialplanning.com to schedule a free no-obligation get acquainted meeting.