Regency Wealth Advisors

Regency Wealth Advisors

Sam Cook serves as a retirement planner seeking to help maximize clients' retirement resources and a

Sam Cook serves as a retirement planner seeking to help maximize clients' retirement resources and assets.

04/14/2023

ARE YOU BETWEEN THE AGE OF 55-70 YOUNG?
I want to invite you to my next FREE class where I will share with you Effective Strategies to build your retirement income plan.

What are you waiting for?
Feel free to share this video with your family and friends.

For more Info
click here >>> https://www.canva.com/design/DAFgGAYyNBo/0PEU31fhQtQjnUTWQK41hw/view?website #2:page-1

To Register Class on April 25th
click here >>> https://cofe-edu.org/courses/event/tax-and-income-planning-strategies-for-2023-and-beyond-3287/

To Register Class on April 29th
click here >>> https://cofe-edu.org/courses/event/tax-and-income-planning-strategies-for-2023-and-beyond-2-3288/

06/10/2022

Compound interest can dramatically impact the future growth of your assets. Learn more.

www.retirewithregency.com

06/08/2022

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.

www.retirewithregency.com

06/08/2022

Fed officials helped spark a late-month rally, lifting investor spirits by suggesting that interest rate increases could take a pause after the expected June and July hikes.

www.retirewithregency.com

06/06/2022

15-year vs. 30-year: know your refinancing options.

www.retirewithregency.com

06/03/2022

Valuation is important for business succession, estate taxes and even qualifying for a loan.

www.retirewithregency.com

06/01/2022

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

www.retirewithregency.com

05/30/2022

All those years of work can add up to a small fortune. What's your strategy for your money?

www.retirewithregency.com

05/27/2022

When are you taking your benefits? Considering the timing can help maximize your benefit.

www.retirewithregency.com

05/25/2022

Nobel-prize-winning investment research.

www.retirewithregency.com

05/23/2022

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

www.retirewithregency.com

05/20/2022

Every year since 1947, the U.S. President pens an economics textbook.

www.retirewithregency.com

05/18/2022

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

www.retirewithregency.com

05/16/2022

Consider preparing for 30 years in retirement. Are your assets ready?

www.retirewithregency.com

05/13/2022

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

www.retirewithregency.com

05/11/2022

With interest rates near historic lows, does refinancing your home make sense for you?

www.retirewithregency.com

05/09/2022

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

www.retirewithregency.com

05/09/2022

Will April showers bring May financial flowers? The markets closed out April with a volatile week, and hawkish comments from the Fed are making many investors skittish.

www.retirewithregency.com

05/06/2022

Where will your retirement income come from? Do you know all the choices available?

www.retirewithregency.com

05/04/2022

Self-employed? Learn more about your retirement plan options.

www.retirewithregency.com

05/02/2022

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

www.retirewithregency.com

04/29/2022

may be important in growing your company, but it may introduce liability. Is your company protected?

www.retirewithregency.com

04/27/2022

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

www.retirewithregency.com

04/25/2022

Building a personal may be the highest order of altruism. It can begin with four simple steps.

www.retirewithregency.com

04/22/2022

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

www.retirewithregency.com

04/20/2022

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

www.retirewithregency.com

04/18/2022

Take an inside look into Simplified Employee Pension plans.

www.retirewithregency.com

04/15/2022

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

www.retirewithregency.com

04/14/2022

The economic outlook may stabilize now that the Fed has outlined a plan for their monetary policy and ways to stem the rising tide of inflation.

www.retirewithregency.com

04/13/2022

What will your family do if you can't earn an income? Here are steps you can take today.

www.retirewithregency.com

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Address


5049 Edwards Ranch Road Floor 4
Fort Worth, TX
76109

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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