Our Services

Retirement Planning                         
• Mutual Funds                                          
• Variable Annuities                                
• Advisory (Managed Accounts)          
• IRA Rollovers                                             
• Traditional IRA’s                                    
• Roth IRA's                                                  
• Fixed Annuities

Risk Mangement                                       
• Traditional Life Insurance                      
• Variable Life Insurance                             
• Term Life Insurance                                 
• Disability Income Insurance                   
• Health Insurance                                      
• Long-Term Care Insurance                    
                                                                           

Estate Planning Strategies                 
• Transferring of assets to your heirs     
   according to your wishes                        

Special Needs Estate Planning

• Parent Support Workshops
• Works with a Special Needs Planner 
   for those families having a
   dependent with special needs

College Funding
• Education Savings Accounts
• UTMA Accounts
• 529 Plans

Investment Strategies
• Brokerage Services (Stocks, Bonds,
   Mutuals Funds, ETFs, CEFs, Unit Trusts, REITs)
• CDs

Tax Qualified Retirement Plans 
401(k)/Roth 401(k)
Sharing Plans
Simple IRAs)          
• Simplified Employee Pension Plans (SEPP)

• Profit Sharing Plans                        
• Money Purchase Items
• Defined Benefit Plans

 Employer Paid/Voluntary Benefits Products

• Group Health Insurance
• Group Life Insurance
• Long-Term Disability Income Insurance
• Short-Term Disability Income Insurance
• Dental and Vision Benefits
• Long-Term Care Insurance
• Health Savings Account (HSA)


Executive and Owner Benefits            
• Deferred Compensation Plans   
• Group Carve Out Plans

  

 

Contact Information:

Regal Financial, LLC

30675 Solon Rd., Suite 202
Solon, OH 44139

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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