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Investment Adviser Representative
8700 Monrovia, Suite 310
Lenexa, KS 66215
Please Call to arrange an appointment
John R. Poolman has over 35 years experience assisting investors in making wise investment choices and protecting their assets. In 2017 he joined Royal Fund Management, LLC as an Investment Advisor Representative to utilize their Advisory skills and guidance and to continue financial advisory planning for his clients. His value statement is "Partnering with you to reach your Financial Life goals."
As an adviser, John specializes in providing help and offering solutions for the many difficult issues people deal with concerning their money. His goal is to educate others with many of the aspects of wealth management that will enable them to make wise decisions not just with their money, but legacy planning, estate planning and other planning issues as well. John has ideas to help meet the financial needs and goals for every investor honoring the Royal Fund Management position statement "Client First."
He and his wife, Kay, are the proud parents of three children and seventeen grandchildren. John and Kay believe that their children are their greatest accomplishment in their lives.
Areas of Focus
- Planning and Investing for Retirement
- Fee Based Asset Management
- Tax Reduction Strategies
- Wealth Preservation
- 401(k), IRA, 403(b) Management
- IRA Distributions and RMD Planning
- Pension Maximization
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.