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Investment Adviser Representative
12951 University Avenue
Clive, Iowa 50325
9-5 Monday through Friday
“Patriot Wealth Group” has a unique approach to retirement planning that is easy to implement, easy to comprehend, and is sensitive to the fact that each person has different needs and values. This is a customized retirement plan that provides insight to pre-retirees and retirees on safe and innovative ways of increasing their retirement income, while seeking ways to reduce their taxes.
Where the complex is made SIMPLE
Areas of Focus
Federal Employee Benefits Analysis
Thrift Savings Plan Education
Interests & Community Participation
Traveling and spending time with family
Down syndrome advocacy and awareness- Bill and his wife are very supportive of the special needs community. Their oldest daughter was born with Down Syndrome.
Night to Shine Sponsor- Bill’s company sponsors & volunteers at one of the local Night to Shine events. Night to Shine is held at over 450 churches worldwide partnering with the Tim Tebow Foundation to host this unforgettable prom night experience for adults 14+ with special needs.
Bachelor of Arts (History) University of Northern Iowa
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.