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Regal Bay Investment Group, LLC

250 E Wisconsin Ave., Suite 1500
Milwaukee, WI 53202

Phone:

414-225-3551

Fax:

414-225-3558

E-mail:

[email protected]

Calculators

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Contact Us

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Welcome to Regal Bay Investment Group, LLC

Our Mission

As a fiduciary, Regal Bay Investment Group, LLC (“Regal Bay”) provides our clients with peace of mind through personal holistic investment advice and financial planning. Our credentials and experienced Investment Advisory Team will work with you to design and execute a financial plan that best suits your financial goals.

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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