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COMMITMENT

Determine that the thing can and shall be done, and then we shall find the way.    –Abraham Lincoln

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We have developed Concierge-Level Client Service that we believe to be

without equal in our industry.

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AVAILABILITY

 

Same-day call back 
 

QUARTERLY PERFORMANCE REVIEW

 

We strive to have a quarterly performance review with all of our clients. Preferably in person, but it can also be completed via telephone or teleconference. We review the portfolio performance, return and risk expectation and compare that to the indices and benchmark.

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Once a year we conduct a comprehensive financial planning review which includes reviewing the clients financial situation, goals, expectations, preferences as well as market and economical trends and fluctuations. 

 

ANNUAL COMPREHENSIVE FINANCIAL REVIEW

 

Financial and Estate Plans are reviewed and financial plans are updated as needed
All plan documents, profiles, and data are reviewed and updated annually
Alternative actions from attorneys, accountants, or other financial providers may be illustrated in your plan
 

ANNUAL 'ACCOUNTANT READY' TAX PACKAGES

 

Investment advisory products implemented through our Wealth Management platform have 1099s which are prepared and compiled with a summary and details of any gains or losses taken during the year
Help reduce your– and your accountant’s– annual tax preparation workload

 

YEAR END CAPITAL GAINS TAX ADJUSTMENTS

 

We help you minimize your annual capital gains taxes—both within your portfolio and from other investments—by helping you reposition investments to realize necessary losses (if any) at the end of each year to offset any realized gains

 

REFERRALS TO OUR NETWORK OF PROFESSIONALS 

 

Estate Planning Attorney
CPAs
TPAs

Insurance advisers
Alternative Investment Advisers
Employee Benefits Consultant 
Credit & Lending Analysts
Legal Counsel
Exit Strategist For Closely Held Business
 

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REGEV

FINANCIAL GROUP

Regev Financial Group  

is a specialized Financial Services

firm with a focus on enhancing, managing and preserving our clients' assets. For over two decades our mission has been grounded in the meticulous processes we design to identify investment opportunities, prepare for retirement and help protect long-term financial objectives.

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BROKERCHECK

To learn more about the professional history of this financial advisor(s),  please visit

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5310 NW 33rd Avenue, Suite 206,

Fort Lauderdale, FL 33309    

954-633-7920

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© 2022 by Regev Financial Group

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Securities and advisory services offered through SagePoint Financial, Inc. Member FINRA/SIPC and a registered investment advisor. Insurance Services offered through Regev Financial Group is not affiliated with Sage Point Financial. This communication is strictly intended for individuals residing in the states of Arizona, Florida, Georgia, Iowa, Massachusetts, North Carolina, New Jersey, New York, Texas and Virginia. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

PLEASE NOTE: The links to material/other websites are provided strictly as a courtesy.  When you link to any of the information or web sites provided here,  you are leaving this web site.  We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the  company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

 

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for  general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.

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