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Investment Adviser Representative
400 Perimeter Center Terrace #900
Atlanta, GA 30346
By appointment on Saturdays during tax season.
Areas of Focus
Tax Preparation and Planning
Income tax minimization for high income earners. In the last 10 the estate tax has almost disappeared with tax now starting at $12 million for a married couple. The income tax however has done nothing but go up. The maximum federal tax rate now is 43.5% plus the 6-12% for most states.
There are powerful and proven tax strategies that can cut those tax rates in half that most taxpayers are simply not aware of. We can make that happen for you.
College Funding - I have 3 children in private high schools and/or colleges so I know the effect education funding can have on a family budget. Many people feel college costs are skyrocketing and the application/college funding process is overwhelming.
We help people get their students in to the best colleges at the lowest cost using tax saving strategies.
Interests & Community Participation
Member Rotary Club on Dunwoody
Member Dunwoody Baptist Church
Member Finance committee of the Dunwoody Country Club Senior Men's Prostate Cancer Fundraiser for Emory/Winship
Graduated with BA degree in economics from University of North Carolina at Chapel Hill in 1978.
Graduated with BS in geophysics and reservoir engineering from University of Tulsa in 1984.
Member NATP (National Association of Tax Professionals)
Rotary Club of Dunwoody
Dunwoody Baptist Church
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.