Arizona, New Mexico, Texas
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
Monday through Friday 9am - 5pm, or by appointment
Developing a comprehensive plan to make your retirement money last a lifetime is the key to achieving your financial goals and objectives. Your retirement assets may need to last 25 to 30 years or more. After taking into account annual inflation, a volatile stock market, healthcare, and integrating social security or pensions with the remainder of your investable assets - it can get complicated. At Fractal Profile, we create a custom plan to make sure that you won't run out of money before you run out of time.
Areas of Focus
- Planning & investing for retirement
- Retirement income strategies
- Wealth preservation
- Tax-efficient wealth accumulation
- Investment advice & management
Interests & Community Participation
- Martial arts
- Investment Adviser Representative with Royal Fund Management
- President Fractal Profile Wealth Management
- FINRA Arbitrator
- Vice President, CBIZ
- President, BLU Benefits Group
- Vice President, Design Strategies
- Started career 1984 with Pacific Mutual
- J.D., Emory University School of Law
- Certified Employee Benefits Specialist, Wharton School of Business
- Bachelor of Arts, Emory University
- Albuquerque Chamber of Commerce
- Society of Financial Service Professionals
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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