Alan Olson

Welcome

Developing a comprehensive plan to make your retirement money last a lifetime is the key to achieving your financial goals & objectives.  Your retirement resources may need to last 30 years or more.  After taking into account annual inflation, a volatile stock market, healthcare, and integrating social security or pension with the remainder of your investable assets-it can get complicated. We create custom plans to make sure that you will not run out of money before you run out of time.

Areas of Focus

Planning & Investing For Retirement

Retirement Income Strategies

Wealth Preservation

Tax-Efficient Wealth Accumulation

Investment Advice & Management

Experience

Investment Advisor Representative

Texas Licensed Insurance Agent

Long Term Care Specialist

Series 65 Fiduciary

Education

Lamar University 1973-Education

MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure