• Form View Counter
    Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us

    Discover many of the opportunities available to help you plan for your financial future.

    To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. 


    Asset Protection

    Because the market does not provide security, you may want your financial strategies to include some guaranteed* income products. For example, annuities, which are insurance products with guarantees,* can provide a source of supplemental income throughout your retirement.

    Twenty-first century asset protection calls for more than just strategic asset allocation. Including products such as annuities in your retirement income strategy can help protect* your money from declines due to market losses.

    Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals throughout your lifespan; this is true for both insurance products and investments, depending on what is appropriate for your situation.

    * Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.



    To schedule a time to discuss your financial future, contact us at info@regentwm.com or call us at 877-457-4567 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Regent Wealth Advisory, LLC a Registered Investment Advisor. Insurance Products offered through Regent Financial & Insurance Services, LLC.

     

    Complimentary Guides
    "Top 10 Things to Consider When Preparing For Retirement”
  • Form View Counter

    "Will You Have Enough Income In Retirement"
  • Form View Counter

    "4 Common Misconceptions About Retirement Strategies Dispelled"
  • Form View Counter

    "Own Your Retirement: 5 Mistakes To Avoid Making Now"
  • We Help Bay Area Families Navigate the Path to Financial Independence for Current & Future Generations.

    Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Regent Wealth Advisory, LLC a Registered Investment Advisor. Insurance Products offered through Regent Financial & Insurance Services, LLC.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.