1370 NW 114th Street, Suite 204
Clive, IA 50325
8am-5pm Monday - Friday
Welcome
We believe EVERY investor deserves to have the type of innovative and sophisticated portfolios typically reserved for the ultra-high net worth or institutional investors. Our clients gain clarity and transparency of their retirement through portfolios which are uniquely crafted to each individual.
Hawks Financial is a boutique firm, specializing in innovative investment and retirement solutions not typically available to the traditional investor through a "big-box" investment firm.
Areas of Focus
- Retirement Planning
- Investment Management
- IRA Rollovers/Roth Conversions/Cash Management
- 401(k) plans
- Long Term Care Planning
- Estate and Legacy Planning
- Medicare Planning
Interests & Community Participation
- Church Volunteer
- Waukee Youth Football Coach
- Des Moines Swimming Federation Coach
- "Souper Bowl" local food drive
Education
- Bachelor of Arts (Biology/Chemistry)
- CFE Certified Financial Educator®
Associations
- National Association of Independent Financial Advisors
- National Association of Health Underwriters
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.
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