Briley Baca

Welcome

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

Experience

• Creating lifetime income streams
• Protecting assets from market deterioration
• Properly structured life insurance
• Medicare Planning

Education

• Series 65
• Business Administration Degree - Marketing
• Oklahoma Insurance License

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