Financial Planning New Jersey – He worked hard to provide financial stability for himself and his family. You may need help managing your wealth, or you may be unsure if your current finances are sufficient to meet your life goals. Perhaps you have inherited a fortune from a loved one and want to manage it carefully, or you are considering a life change that will affect your financial situation. These scenarios require knowledgeable and reliable asset managers who can develop a plan, optimize results and create peace of mind.
Consider Regency your financial advisor for all your financial planning needs. If you are an existing Regency client and your goals, needs or priorities have changed, please contact someone on our team and we will work with you to suit your plan and/or portfolio accordingly.
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There are many options when it comes to financial planning, including banks, accountants, wealth management and investment firms. Regency offers a unique opportunity: a team of exceptionally qualified professionals who provide personal and personalized service. For us, you are not just a number or a portfolio, but a valuable individual, family or organization that we take the time to get to know.
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Our integrated team understands your specific needs and goals and creates plans that best suit your future. We are always at your disposal. You can always connect with a member of our team, all of whom know your portfolio and financial goals and genuinely care about you and your financial security.
The importance of financial planning cannot be underestimated. Ensuring that you are enriched and have sufficient resources to meet your financial priorities is essential to giving yourself and your family the future you have always dreamed of. Regency Wealth Management acts as your trusted agency, helping you identify your specific priorities and develop financial strategies to meet them:
It’s important to set your financial priorities, and it’s also important to remember that your financial priorities may change. Working with Regency Wealth Management can increase your chances of achieving your financial goals.
Understanding your resources and setting clear financial goals allows us to create a financial plan that works for you together. Based on our analysis, we can advise you on various alternative scenarios that will help you make informed decisions to achieve your goals.
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To create your personalized financial plan, Regency uses powerful software tools and provides online access to view your personal financial dashboard, which is updated daily in real time.
Another important aspect of your plan is to understand how willing and able you are to accept the ups and downs of the financial markets. Click here for a free risk assessment.
Regency may work closely with your attorney, accountant, insurance agent and other professionals to ensure your financial plan is properly coordinated and executed.
Cash flow and financial analysis includes evaluating and summarizing income and expenses, identifying key budget issues, and planning cash reserves for emergencies or future opportunities.
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By creating a proper investment plan, target targeted financing strategies for education, buying a vacation home, or accumulating a target amount for some other purpose.
Income tax planning, including determining the appropriate tax saving strategies available for your situation.
Retirement planning focuses on assessing your needs and developing strategies for the accumulation and distribution phases of life.
Estate planning and wealth preservation, including the creation of estate structures and distribution strategies, ensures that wealth is protected and transferred to the individuals or entities of your choice.
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Risk management, which includes identifying potential risks such as loss of health, property, income or life; and developing appropriate strategies to protect against such risks.
A couple who sought financial advice from Regency Wealth Management were shocked to learn that their paper bag contained $250,000 in investments. “It was a very pleasant surprise for us and for them,” said Regency Wealth partner Marc Reitsma.
A retired North Jersey couple will receive an extra $9,000 this year thanks to advice from Andy Aran and Tim Parker of Regency Wealth Management. Despite having a substantial retirement portfolio, the couple was turned down when they tried to refinance their mortgage. Regency’s advice helped them establish good banking relationships and describe their resources…
When a client recently raised concerns about an unexpectedly high tax bill, Regency Wealth Management partner Mark Reitsma CFP® mentioned it to his colleague Timothy Parker CFA. A partner at Regency Wealth Management, Mr. Parker has over 30 years of financial confidence helping New Jersey residents and “New Jersey expats” achieve their life goals…
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Sound like one? Click on “Bricks” below to learn how Financial can help you build the foundation for your financial future.
I’ve lost a spouse or loved one, I want to retire one day (…or now) I’ve lost my job We need to get married/start a family. Pay off the debt Insurance is a headache, but I’m you know it’s important. There is a large purchase to be made
Financial Advisors is a full service financial planning firm for individuals and families in the New Jersey area. Our customers get 100% of our attention, regardless of their starting balance.
We believe that money is a tool that empowers people to work for their dreams and navigate the most important moments of their lives with confidence.
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The world can be unpredictable. Let’s create a reliable financial strategy that evolves with you and your changing life circumstances.
Our dedicated customer service representatives provide a unique environment that keeps people coming back. It is an honor to work with the children and grandchildren of our original clients.
There is no one product, plan or investment that is right for every person. Unlike firms that are limited to one company or product, we create customized financial plans that focus on the best interests of our clients.
Over decades, we have developed relationships with a network of professionals in various industries. We can direct accountants and lawyers or work seamlessly with your existing support network.
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A solid financial plan cuts deeper than a simple budget, so funding is equal parts financial planning and behavioral investment advice.
The term behavioral investment advice is used to describe how financial advisors help you manage the emotional side of money. Whole fields of psychology are concerned with figuring out “why people do what they do,” and personal finance is no different.
Psychologist Daniel Kahneman won the Nobel Prize in 2002 for his work on the psychology of decision-making, and in 2017 the renowned economist Richard Thaler, who found that people ignore logical economic principles for emotional reasons.
This is the basic principle of behavioral finance. Investors are people and people are complex. We all have unique beliefs, biases, and baggage that influence our relationship with money. For this reason, the biggest determinant of long-term investment success is not concrete investment performance, but investor behavior.
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Our evolutionary drive to avoid risk and “stick with the herd” makes investing a painfully counterintuitive practice. When the market is down, the worst thing you can do is panic, sell your stocks low and miss out on the recovery. It helps to have a trained financial coach remind you that the sky isn’t really falling.
Talking about money is personal and sometimes uncomfortable. We create a supportive environment for vulnerable and honest discussions with clients about relationships with money and financial dreams.
We don’t try to time the market because nobody knows. Instead, we work with clients in an atmosphere of mutual respect to define individual goals, develop a long-term investment plan, and fund the plan with a responsible portfolio.
Investment is a long-term commitment. We prepare our clients to avoid the daily panic of the 24-hour news cycle and navigate the markets with peace of mind. We meet annually to reassess the plan and make sure the asset allocation matches the individual’s age, cash flow, risk tolerance and liquidity needs.
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When financial issues arise throughout the year, clients can get money-related questions answered or appointments made in hours, not days. This level of personal attention is unmatched by a robo-advisor or a large national corporation.
Securities offered by LPL Financial, member FINRA/SIPC. Investment advice is provided by Financial Advisors, Inc., a registered investment advisor and entity separate from LPL Financial. LPL Financial Registered Representatives linked to this website may only negotiate and/or transact business with residents of states in which they are properly registered or licensed. Residents of other states may not make or accept bids. Trusteeship is a huge responsibility and requires us to put our clients first 100% of the time. Our hope is that the financial service industry can help people use money as a tool to achieve better results and greater fulfillment in their lives. financial advisors must behave
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