Values and Core Beliefs as Applied to Medical Professionals and Practices in Maine
Regent Financial Services
®, from its headquarters located in Brunswick, provides many Wealth Advisory Services to Physicians & Medical Professional Associations. Among the areas that we focus on include:
- Banking Arrangements
- Board of Directors or Advisory Board Membership
- Insurance Analysis
- Employee Benefits Analysis
- Executive Compensation Benefit Arrangement Reviews
- Financial Planning Workshops for the Business Entity's Staff Employees
In addition, we offer Retirement Plan Services to Physicians & Medical Professional Associations and related professions. These services include:
- Plan Establishment Fiduciary Consulting Services
- Investment Policy Statement Development and/or Review
- Investment Consulting
- Investment Management
- Investment Education Workshops
- Fiduciary Audits and Plan Administration
Our Wealth Advisory Services for the Medical Profession strives to provide quality solutions to common organization needs. We also help to implement and integrate these solutions into each individual business. Once a strategic plan is implemented, we monitor the progress and measure the results. Our goal is to maximize the value of the business by allowing the executives, partners and managers to focus on their core competencies while we focus on ours.
In supporting endowments and non-profits, we believe in the value of
Comprehensive Wealth Management. Our purpose is to help you determine what is important to your organization and bring congruity between your actions and your values. Our expectation is to build a committed relationship with you over the lifetime of your professional association. To do this, we have some core beliefs:
Planning. Wealth Management planning involves maximizing your wealth.
Balance. We help you strike a healthy balance between all of your resources throughout your life via Life Planning.
Communication. The level of communication between us will help determine success. Wealth management planning is personal, so we often ask that you share with us some of the many things that you don’t share with anyone but your family.
Integration. We believe in integrating the five key areas of financial planning - Asset Protection, Disability and Income Planning, Debt Management, Asset Management, and Estate Planning. We believe all of these areas are integral for achieving your personal financial success.
Timing. We do not believe in timing the market. We believe that if your time horizon is greater than four years, you should accept some of the volatility risks of the stock market. For those needs that occur in less than four years, you should not accept this risk.
Mistakes. We believe that if we make mistakes, we must correct them. But first, we must know of them. Please talk to us so that we may do so.
Staff. We believe that a competent and fulfilled staff is critical to execute our mission. We treat our staff with respect and ask that you would as well.
Trust. We believe that we should like and trust each other. If that ever stops happening, we believe our relationship needs to be reevaluated.
Involvement. We believe that you should be as involved in your plan as we are. This means that we will often ask you for help in gathering information or talking with other advisors who may have this information.
Synergy. We believe in the value of synergy. A competent, healthy communication and exchange of ideas between all related advisors is essential to achieving the desired success for you.
Questions? Contact us or make an appointment
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