Regina Beatty Financial Planner

DISTINCTIVE WEALTH STRATEGIES for Successful Business Owners and High-Net-Worth Families

Your Vision. Your Plan. Our Guidance.

Solutions For What Keeps You Up At Night

You’ve worked a lifetime to accumulate your assets or build your business and are faced with many important decisions regarding your finances, your loved ones, and your future. Our mission is to bring you clarity and creative solutions to your unique situation, giving you a sense of security and confidence knowing that you and your family will be okay now and for generations to come. We are happy when you are happy.

Request an Appointment

We Understand

Like you, there are certain qualities we look for in our most trusted relationships: integrity, critical thinking, optimism, proactive, and collaboration. These are the values we live by, and your best interest is always our priority. We bring to you a dynamic process and relationship that gives you a sense of confidence and security that you are in good hands and helps us to help you live your best life.

Meet Your Team

Areas Of Expertise

Request an Appointment

What We Bring To The Table

Help in organizing all aspects of your financial life.

Creative design ideas to help grow, protect, and transfer your wealth—full coordination of your business and personal goals.

Collaboration with your existing advisors.

Most importantly, we are your catalyst to help implement, monitor, and enhance your plan.

The Distinctive Process

Data Collection and Development of Objectives:

Holistic Audit
Family Goal Setting

01

Financial Plan Presentation: Analysis and Alternatives

Analysis and Design
Findings and Recommendations

02

Implementation

Estate Plan
Investment Plan
Retirement Plan
Business Succession Plan

03

Annual Review

Ongoing Analysis
Findings and Recommendations

04

Request an Appointment

Certifications

These are so much more than certifications; these designations assure that we go above and beyond just passing a few tests to be a financial professional. We dedicate time and resources to hone our craft to the highest level—defining the difference between having work done and having it done as well as possible.

Regina Beatty, CFP®, CBEC®, CRPC®,

Julian Grubbs, CRPC®