110 S. 13th St. Clinton, OK 73601
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Briley is a fiduciary and helps to provide clients with a 360-degree view of the current economic climate. He is devoted to helping retirees and those about to retire protect their money and ensure it lasts as long as they do. Briley focuses on safe money investing and helps individuals mitigate risk, and enjoys educating his clients to help them avoid common financial pitfalls.
Areas of Focus
- Financial Planning
- Safe Money Solutions
- Long term investments
- Legacy Planning
- Long Term Care Planning
Interests & Community Participation
- Spending time with his wife and family
- Hunting and Fishing
- Doing projects outdoors
- Creating lifetime income streams
- Protecting assets from market deterioration
- Properly structured life insurance
- Medicare Planning
- Series 65
- Business Administration Degree - Marketing
- Oklahoma Insurance License
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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