Comprehensive financial and lifestyle management tailored to athletes — integrating banking, tax strategy, insurance, and real estate support to help you build lasting wealth and peace of mind.
- Financial Structure & Banking Support
- Tax Preparation & Coordination
- Budget Planning & Financial Goal Setting
- Document Management & Oversight
- Insurance Review & Procurement
- Performance & Risk Mitigation
- Real Estate Consultation
- Credit Review and Consulting
- Major Purchase Guidance
- Referral & Professional Coordination
- Financial Education
Optional Add-Ons: Bookkeeping and Reconciliation, Bill Pay, Concierge & Administrative Services
Our services are fully customizable to meet the needs of each athlete we serve. From foundational financial organization to advanced risk mitigation and wealth strategies, The Regal Group builds personalized service packages that align with your career, lifestyle, and long-term vision.