What We Do
Location
123 Business Street, Suite 456
New York, NY 10001, USA
Contact us
Location
We assist business owners in setting up and manage retirement plans that support both business goals and employee needs. Simple, effective, and strategic.
Instead of using the 1-800 numbers, lean on your financial advisor for all of your business retirement planning concerns. Get a custom plan for your business culture based on the employee population and demographic. Through educational lunch-and-learns and other resources, we help maximize your partnerships and grow stronger company-wide relationships.
Workplace retirement plans are savings programs that you offer to employees as a benefit, designed to help them invest for their retirement. These include 401(k) plans, 403(b) plans, Simplified Employee Pension IRAs, and Simple IRAs which can provide tax-advantages for optimal savings.
From start to finish, you will experience a white glove approach to getting your employees the direction and plans they need. Enjoy seamless implementation and dedicated service from Regista!
I have had the privilege of working with Akram for several years, and I can confidently say that my financial journey has been nothing short of exceptional. He actively monitors your investments, ensuring they continue to align with your goals.
I can't emphasize enough how grateful I am to have Akram and Regista Financial Strategies by my side in my financial journey.
For nearly seven years, Akram has been the guiding force behind my family's financial success. His expert financial advice and meticulous planning have consistently placed us on the right path toward our goals.
We couldn't be more grateful for his expertise and support. We look forward to many more years of his invaluable guidance.
Going through a divorce after 19 years of marriage meant that finances were deeply entangled. I needed clear, sound advice on where and how to move my funds as they slowly became unknotted from my ex.
Akram was there the whole time to help me understand where everything needed to go in the smartest way possible.
This first meeting is a chance to get to know each other. We’ll talk through your goals, concerns, and see whether a financial partnership makes sense.
Next, we gather information to build a complete picture of your finances. This includes your income, assets, debts, and life priorities.
With everything in place, we develop your personalized strategy. You’ll receive a clear breakdown of your current financial state, recommendations, and options.
We don’t disappear after the plan is built. We continue to monitor, adjust, and support you through every change. You’ll always have a trusted guide as life evolves.
