	Introduction for Individuals Values & Core Beliefs Investment Management Estate Planning Business Succession Make an Appointment Directions & Map to Regent Our Process - Overview Accumulation Risk Management Taxation Business Planning Retirement Planning Estate Planning Account Access Introduction Values and Core Beliefs Directions & Map to Regent Account Access Related Links Introduction for Businesses Values and Core Beliefs Directions & Map to Regent Account Access
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MEDICAL PROFESSIONALS

	Introduction
	Values and Core Beliefs
	Directions & Map to Regent
	Account Access
	Related Links

"I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years."

Warren Buffett

Physicians & Medical Professional Associations

Our clients are physicians and dentists, business owners, and other related busy professionals who value the expertise and guidance we bring in the coordination of their financial planning goals and wealth management. These are clients with a net worth of $1 million or more.

Our clients value the freedom to live without financial worry. With demanding and complex lifestyles, they trust us to manage their wealth because of our in-depth experience, personal attention and innate ability to listen well.

At Regent Financial Services, our role is to help clients make smart, well-informed decisions about their wealth and life planning issues. We offer a process that integrates their financial resources with their vision of personal fulfillment and security.

We follow a well-defined time-proven process to help you meet your financial objectives.

The result is a well-tuned, multi-step wealth management process designed to respond to your individual needs while also responding to the dynamics of capital markets.

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This communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, MD, ME, MI, NC, OR, PA, RI, VI, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Regent Financial Services is a licensed Registered Investment Adviser in Maine for financial planning services.