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Joseph Regenstein IV, CFP®

Rainstone Financial

3731 Safflower Terr
Oviedo, FL 32766
Phone: (407) 412-7028
Fax: (407) 386-3475

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Household Income Minimum: $75,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • Budget & Debt Management
  • Charitable & Planned Giving
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Insurance
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.