Broker Check

Retirees & Pre-Retirees

Our Priority

As your trusted advisor, our first priority is helping you take care of yourself and the people and causes that are most important to you. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Retirees & Pre-Retirees


If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a large role in funding your retirement.

As such, we begin by assessing your current and estimated future financial resources, and then, given your retirement, lifestyle and philanthropic goals, we design a personalized wealth plan to meet your objectives.  

For many, living a quality retirement is among their most important life objectives. Whether you’re in retirement, or in the planning process, Regal Advisory Services can help answer your questions and build a retirement solution to bring peace of mind and a sense of greater comfort and confidence.

Educational Insights

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn More
Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn More