Who We Are

Our Advising Team

Gary Klein

Chartered Financial Consultant

Bill Beeler

President

Christine Klein

Financial Advisor

Jodi Edwards

Cilent Relations Manager

Regal is an independent, fee-only, Registered Investment Advisor specializing in retirement planning and IRA distribution strategies. For more than two decades, our principles have been helping professionals and successful business owners create integrated wealth strategies that encompass customized investment portfolios, retirement income planning, tax planning and estate planning. Retirement may not mean the end of your career. We see retirement where something other than work is your highest priority. Retirement often means your income is more dependent on your savings, rather than income from your occupation.

We accept the role of a fiduciary. Our investment advisors work on a fee-only basis and are required to act in your best interest at all times. We do not collect commissions, nor remunerations, from any of our custodial partners. Unlike firms that have a commission element to their offering, we do not have incentive to pick one investment over another. We customize an investment solution that is in your best interest and provide continuous management of your investment accounts. We work solely on your behalf, positioning your assets to realize your personal goals and to create an appropriate legacy for your heirs.

Our advisors work with clients and their heirs residing throughout the United States and are very proud of our long-term, multi-generational client relationships. As an SEC Registered Investment Advisor, we can access the best and brightest resources in the financial industry, yet as an independent, privately held company, we are dedicated to individually serving each client. Looking forward, Bill and Gary are committed to strategically growing the firm by adding select new clients and investing in new advisor talent to ensure the firm thrives to serve future generations.

We encourage you to research our credentials as well as our Form ADV for more insight into our professionalism and business practices. We are very proud of the work we have done for our clients over the years and of the trust they place in us.

Research

We rely on independent quantitative, qualitative and fundamental research, viewing them as complementary inputs.

Discipline

In setting investment strategy, we believe in taking risk only when it is accompanied by attractive reward potential.

Innovation

Driven by a desire to find better ways to serve our clients, we focus on developing new ideas rather than limiting ourselves to conventional thinking.

Conviction

Our independent research effort gives us the confidence to challenge consensus and to stand by our conclusions.