Regency Wealth Management is a family-run company and we care about your family. Contact us to learn more about how our financial management services can maximize your retirement income. Sam Cook began his career in wealth management and financial services with John Hancock in 1996. He has been assisting Pre-retirees and Retirees to effectively plan for and enjoy their retirement income for the past 20 years.
One of Sam's greatest honors, is now being able work with the adult children of many of his original clients. These second generation clients have expressed how deeply their parents trusted Sam to manage their 401(k) retirement accounts. It's a great honor to see these clients also trusting Sam and Regency Wealth Management to assist them with their retirement income and wealth management needs.
One of Sam's greatest honors, is now being able work with the adult children of many of his original clients. These second generation clients have expressed how deeply their parents trusted Sam to manage their 401(k) retirement accounts. It's a great honor to see these clients also trusting Sam and Regency Wealth Management to assist them with their retirement income and wealth management needs.
Services
Our clients trust us with one of the most important aspects of their life: retirement income. Since we work together so closely, we think it's only fair for clients to know more about the people behind Regency Wealth Management! Sam Cook's grandparents were farmers and lived in the small town of Fountain Inn (near Greenville, South Carolina).
Safe Money product solutions are one of the investment alternatives here at Regency Wealth Management. These product solutions available options are designed to protect assets from market risk and may be insured by a bank or insurance company. These products differ from stock market investments in that the principal (original amount) is insured and they earn interest (your gain).
Regency Wealth Management's founder Sam Cook has been trained by Ed Slott in his Master Elite IRA Adviser training course. This has equipped Sam to understand some of the unique tax challenges involved in taking distributions from 401(k), 403(b) and IRA retirement income accounts.
When developing a Retirement Income Savings Plan for you, Sam can demonstrate the effects of a negative, average and positive Stock Market future scenario based on historical data for each of those three scenarios.Sam encourages his clients to "stress test" their plan for retirement by using this invaluable historical information.
When developing a Retirement Income Savings Plan for you, Sam can demonstrate the effects of a negative, average and positive Stock Market future scenario based on historical data for each of those three scenarios.Sam encourages his clients to "stress test" their plan for retirement by using this invaluable historical information.
Deciding when to claim your Social Security retirement benefits can have a major impact on your Golden Years. This financial planning decision can easily add additional $100,000 to $200,000 of income over retirement if you live to normal life expectancy ages. Did you know that can get an automatic 8 percent increase on your monthly social security retirement check for each year you delaying starting your benefits after age 62?
Taxes have the power to boost your financial situation and prevent money from falling through the cracks. However, they can do the opposite if you don't understand how they work. Regency Wealth Management changes that. Leveraging more than 25 years of experience, we use an education-based approach to transform your taxes and safeguard your financial future.
Reviews
Be the first to review Regency Wealth Management.
Write a Review
