Integrity, Independence, Guidance

Philosophy

Our team has one main priority: to make our clients successful. We take your investment and retirement goals as seriously as you do. Clients have told us again and again that they truly appreciate certain attributes of our firm, including:

  • an ability to see the big picture when it comes to their goals
  • our genuine, deep-felt convictions and values
  • a relaxed, reassuring culture
  • artful questioning and discussion to help clients define tailored solutions
  • insight into world-class options
  • our ability to bring new perspectives to the challenges being evaluated
  • straightforward, honest communication
  • our eagerness to dig deep, really getting to know our clients

Securities offered through Regulus Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors LLC., an SEC Registered Inversment Advisor. Regulus Advisors and Regal Investment Advisors are affiliated entities. Palmer Klaas Financial Group, LLC is independent of Regulus Advisors and Regal Investment Advisors.

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