Loftus Financial

Welcome to Regal, a revolutionary investment advisory firm that is dedicated to providing you with the highest quality financial services. Our approach is built on a foundation of integrity, innovation, and independence. We believe that these core values are essential to fostering strong relationships with our clients and helping them achieve their financial goals.

Integrity: Building Trust Through Transparent and Honest Relationships

At Regal, we believe that integrity should guide every decision in your business and personal life. We understand that trust is the foundation of any relationship, and we strive to build transparent and honest relationships with all of our clients. We have a culture where your clients' priorities come first, and we are committed to putting their needs above our own. Our team is dedicated to providing you with the best possible service, and we are always available to answer any questions you may have.

Innovation: Embracing New Ideas and Technology

The old ways of doing business are dying, and many firms are stuck doing business the same way they did 10 or 20 years ago because they are afraid of new ideas. At Regal, we embrace innovation and are always looking for new ways to serve our clients better. We believe that technology plays a vital role in the future of financial services, and we are committed to staying at the forefront of technological advancements in our industry.

Independence: Empowering Financial Freedom

Regal was conceived by a group of forward-thinking entrepreneurs who believe that independence is the path to a higher quality of life. We think the more you help others gain their financial freedom, the more you have a chance to build your own. That's our independent declaration. We are not beholden to any financial institution or product, which allows us to provide unbiased advice and tailored solutions that meet your unique needs.

Investment Advisory Services

At Regal, we offer a range of investment advisory services designed to help you achieve your financial goals. Our team of experienced investment professionals will work closely with you to develop a customized investment strategy that takes into account your risk tolerance, time horizon, and financial objectives.

Our investment advisory services include:

• Portfolio Management: We will manage your investment portfolio on your behalf, making informed investment decisions designed to help you achieve your financial goals.
• Financial Planning: We will work with you to develop a comprehensive financial plan that takes into account all aspects of your financial life, including retirement planning, estate planning, tax planning, and risk management.
• Retirement Planning: We will help you plan for a comfortable and secure retirement, providing you with tailored retirement planning solutions that meet your unique needs.
• Estate Planning: We will work with you to develop a comprehensive estate plan that ensures your assets are distributed according to your wishes and minimizes taxes.
• Tax Planning: We will help you develop a tax-efficient investment strategy that minimizes your tax liability and maximizes your after-tax returns.
• Risk Management: We will help you manage investment risk by developing a diversified investment portfolio that takes into account your risk tolerance and time horizon.

Getting Started is Easy

Finding out about how to become a Regal Investment Advisor has never been easier. Provide the best way to contact you, and we will be in touch with you. Our team is committed to providing you with the best possible service and helping you achieve your financial goals.