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Personalized Financial Guidance to Help You Reach Your Goals.

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.

Financial Guidance

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.

Holistic Wealth Management to Help in All Aspects of Your Financial Life.

If everyone is moving forward together, then success takes care of itself.

Henry Ford

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.

We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner®, Chartered Financial Consultant®, and Chartered Life Underwriter®.
Bill Best, CPA, CA Photo

Bill Best, CPA, CA

Chief Operations Officer & Chief Financial Officer
Don Carlson, CFEd® Photo

Don Carlson, CFEd®

Executive Vice President
Heather Christmann Photo

Heather Christmann

Director of Client Services
John Kailunas II, LUTCF®, FSS® Photo

John Kailunas II, LUTCF®, FSS®

Founder & CEO
Larry Taunt, CFP®, ChFC®, CLU®, CASL® Photo

Larry Taunt, CFP®, ChFC®, CLU®, CASL®

Portfolio Manager / Founding Member
Brian Yarch, CLU®, ChFC®, LUTC® Photo

Brian Yarch, CLU®, ChFC®, LUTC®

Chief Compliance Officer

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Our Risk Number™ technology objectively calculates your true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics. With your Risk Number™, we can engineer the risk in a portfolio to fit your unique and individual risk preference and meet your expectations with a 95% mathematical confidence. 

What's Your Risk Number™?