Stop worrying about tomorrow. Start building the financial security your family deserves with a proven, step-by-step approach that puts protection first.
You wouldn't build a house without a foundation. Your finances work the same way. Here's the proven blueprint that protects what you have while building what you want.
Life is unpredictable. Before anything else, ensure your loved ones are protected from disability, health emergencies, or the unexpected.
Debt is a silent wealth killer. We'll create a strategic plan to reduce your liabilities so your money works for you, not against you.
Life throws curveballs. Set aside 3-6 months of income so job changes, car repairs, or emergencies don't derail your progress.
Now you're ready to invest for the long term. Build the retirement and legacy you've always dreamed of with confidence.
They chase investments before protecting what they have. They hope for the best instead of planning for the worst. Watch this short video to see why our approach creates lasting financial security.
Licensed Professional
I've spent years helping families transform their relationship with money. From confusion to confidence. From worry to security. From hoping to planning.
My approach is simple: education first, then action. I believe everyone deserves to understand their finances and have a clear path to their goals. Let me be your guide on this journey.
Regie Durana is a licensed financial professional. This site is operated by Round Table Strategy LLC.
Most people guess. Our free calculator gives you a personalized estimate in about two minutes, based on your income, debts, and family situation. No email required to see your number.
Try the Free Calculator →A common starting point is 10 to 12 times your annual income. Your real number depends on your debts, who relies on you, and what you want your family to be able to do if you were gone. Use our free calculator to get a personalized estimate in about two minutes.
Protect first, then crush debt, then build a safety net, then invest. Most people skip step one and end up rebuilding from scratch after a health emergency or job loss. The 4-step blueprint on this page walks you through each stage in order.
Yes, and the younger and healthier you are, the lower your rate will be. Locking in coverage in your 20s or early 30s can save you tens of thousands of dollars compared to waiting. The cost is typically less than a streaming subscription.
It is a 30-to-45-minute call where you review your current financial picture with Regie, identify any gaps, and map out a clear next step. No products are pushed. You leave with a real plan, not a sales pitch.
Start with protection, then tackle debt, then build 3 to 6 months of living expenses in savings. Once those three steps are solid, every dollar you invest has a foundation under it. The free strategy session maps this out for your situation.
Take the first step toward financial confidence. Share your info and I'll reach out personally within 24 hours.