Relationships and Behavioral Finance: The Regal Way
Behavioral Finance is a relatively new area of study that combines psychology and economics. In traditional economics, the theory holds that markets are efficient and investors behave rationally. Behavioral economics recognizes that many investors make irrational decisions and their financial behavior is often influenced by emotional and psychological biases. We strive at Regal Financial Group to get to know you personally to help you make smarter financial decisions. We believe that by building strong relationships with our clients, we can help provide financial guidance that is aligned with your goals.
Human nature is often contrary to successful investing. Without the proper perspective, you can be your own worst enemy when it comes to financial planning. We understand this and can illustrate the psychological factors that cause irrational thinking when it comes to investing.
The Regal Way
We focus on the client relationship to understand your risk tolerance, time horizons, and objectives. We want to know your goals and dreams, and apply our expertise to help you achieve your desired outcome. Our goal is to help you become a better investor and create a financial plan that is right for you.
We honor fiduciary standards above all, and practice full disclosure, due-diligence, and client communication. We work with clients in every phase of their financial lives to reach a mutual agreement on every detail of the financial planning process.