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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

Please feel free to contact us with any questions.

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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

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Calculators

Cash Flow Analysis

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

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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