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Experience Retirement Planning You Can Trust

When you’re envisioning ways to be able to retire faster, you need a retirement planning partner who can conceptualize the right plan to grow your net worth. Enjoy our goals-based approach and choose the planning partner that understands your individual goals and prioritizes your needs.

Retirement Planning

Prepare for Your Best Life in Retirement

Whatever your aspiration for life after after your career — we provide excellent portfolio management to help you grow your net worth. From keeping tabs on cash flow analysis to planning for your lifestyle goals, we love helping people continue flourishing in their golden years.

Importance of Retirement Planning

Create a strategic plan with your retirement planning team that makes sense for today and tomorrow.

What Is Retirement Planning?

Retirement planning should analyze everything about your financial wellness while monitoring the external variants that are out of your control. Our retirement planning approach dives into the details and helps you avoid things like additional health taxes charged to fiscally-prepared retirees. Enjoy the peace of mind that comes from a holistic planning mindset.

What is Retirement Planning

Retirement Planning Analyses & Services

From initial consultation to the last day of your career, we work to maximize your opportunities for a confident future you.

  • Retirement Income Planning and Projections

    Working closely with you to understand your goals and aspirations, we consider all needs for your retirement planner — from income and healthcare expenses to legacy planning.

  • Retirement Planning Consultation

    Our thorough Retirement Plan Reviews include setting savings targets and evaluating IRAs and 401(k)s while considering factors like claiming strategies, expected returns, inflation, and more.

  • Retirement Savings, Social Security Planning, and Investment Analysis

    From proper insurance coverage and long-term care plans to investment diversity, social security plans, and tax-advantages, we take a birds-eye view to ensure your goals and methods are sound.

  • Healthcare Planning

    Don’t let rising healthcare costs take you by surprise. Your retirement advisor equips you to tackle any issues that come your way. We regularly monitor and adjust various aspect of the plan to work to keep you on track.

  • Estate Planning

    We help you leave a lasting legacy for the people you love most! With active estate planning and execution, you won’t need to worry about a thing when it comes to end-of-life wishes and gifting.

Achieving Your Goals with an Intentional Process

Thinking about retirement — whether you’re just beginning to start planning or you’re nearing the end of your career — shouldn’t cause panic to set in. Enjoy a clear and comprehensive approach that empowers you to feel prepared.

  • 01
    Initial Consultation

    In this first meeting, our goal is to simply get to know each other by learning about our backgrounds and identifying the benefits of a potential financial partnership.

  • 02

    When we move forward to gathering data, we can start building the financial picture, scoping out assets and liabilities, and formulating long and short-term goals.

  • 03

    With your information in hand, we construct the deliverables which include your current financial analysis, proposed portfolio, and other options.

  • 04
    After strategizing, we’ll review our initial proposal with you and discuss any concerns. Taking your feedback, we make any adjustments as needed.
  • 05
    Once you’ve approved the plan, it’s off to the races. We’ll get all your options set up, including the latest monitoring apps as desired.
  • 06
    Regista continues to provide regular oversight and make suggestion based on your benchmarks and life circumstances. Through each year, we provide a partnership you can trust to help you make the best decisions for your future.

When You Partner With Us

Enjoy having a financial team that’s on your side, taking time to help you understand and be confident in your retirement plan.

  • Customized Education
  • Customized Investment Selection
  • No Minimum Requirements
  • Fee Only Pricing
About Regista Financial Strategies

What Do Our Clients Say About Regista?

A Few Thoughts on Retirement Planning

When should I start retirement planning?

Start as early as you can! While you may think that what you can do won’t make much of an impact, the earlier you start, the more you’ll benefit from compounding growth.

How much do I need to save for retirement?

That’s the main question we can tackle together. The answer to this varies based on individual circumstances — we’ll look at your desired lifestyle, expected (and unexpected) expenses, healthcare costs, and retirement age. We will tailor the most personalized plan that changes as you do.

Why should I consider working with a Regista retirement advisor for my future needs?

Working with us will give you additional insights and tailored strategies to help you meet and optimize your goals for your retirement savings.

Finding the Regista Way with Retirement Planning

Regista exists to be the dedicated partner for the dreamers, doers and achievers who want to be actively involved in their financial process — by bringing the best resources and people around you, we seek to encourage, uplift, and inspire the next generation of investors.

Retirement Planning Near Me