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Investment Adviser Representative
21617 W. 98th Terrace
Lenexa, KS 66220
9 a.m. to 5 p.m. M-F and by appointment
Areas of Focus
Specializing in working with IT Professionals. IT offers a lucrative career but has the same challenges of life with added complexities.
Ideally, we would all like to hit retirement with your health and your money intact. Sometimes, life happens and you reach retirement with one of the two suffering. We help you get back on track and make the most of what you have achieved.
Let me explain...The majority of our clients have had great careers only to have life get in the way.
- Job loss(es)
- Child support and alimony
- Budgeting issues
- Cash flow issues
- Student loan debt
- Car loan debt
- Mortgage debt
- Health issues
- Educating your kids
- Caring for an ailing parent or in-law.
The list goes on and on…
Let’s face it, there are a lot of attacks on your income, finances, and savings. Not everything in life goes smoothly.
The stress of life coupled with financial stress can bleed into other areas of life. Health, marriage, family, career all suffer. All this can, at times, leave you feeling trapped, stuck, or in a rut. Leaving you feeling like you NEED to seek greener pastures to “deal with” the issues.
Leaving you vulnerable to what I call predators in the job market. The wolves are waiting. Offering “contract” jobs where you are paid more, but you are now responsible for your own benefits. Offering jobs with promised RSUs that are great, but without proper planning kick you into a much higher tax bracket causing a new set of problems and sometimes leaving you even worse off even though you are making much more money.
This is where we help. Developing a plan for how to fend off the attacks on your money and your savings. Helping you rebuild after a personal or financial loss or guiding you through how to handle an existing financial problem. Assisting with how to plan after an illness.
Our goal is always to help you reach retirement with your health and money in the best shape possible so you can live the way you would like.
Interests & Community Participation
Rotary Club 13
Kansas City Chapter of American Pilgrims on the Camino
Knights of Columbus
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.