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Investment Adviser Representative
1722 S. Glenstone Ave.,STE J, #12 Springfield,
MO 65804 & 8237 Rosehill Rd, Lenexa, KS 66215
Please Call to arrange an appointment
John R. Poolman has over 35years experience assisting investors in making wise investment choices and protecting their assets. Starting his career in the Kansas City area as a financial planner with a nationwide financial planning firm, he soon was promoted to Division Manager for the Springfield branch office. He later became an investment officer for a major regional bank where he served the public for 4 years. In 1996, he became an independent consultant and later he started his own firm, AM Consulting Group, LLC. Recently he joined Royal Fund Management, LLC as an IAR to utilize their Advisory skills and guidance and to continue financial advisory planning for his clients.
As an adviser, John specializes in providing help and offering solutions for the many difficult issues people deal with concerning their money. As an accomplished speaker on many different financial topics, John shares his knowledge with the public through complimentary workshops. Some are geared specifically for those retiring or for pension plans for businesses. He has offered workshops for colleges and the public which has also included workshops for church groups. The goal of each workshop is to educate attendees 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 dedicated his career to furnishing a full range of services and solutions that help people grow and protect their money. Thorough and innovative, he meets needs of high net worth individuals, retirees, and those who are investing for the first time. Whether it’s reducing taxes, reducing stock market losses or passing on their wealth, John has ideas to help meet the financial needs and goals for every investor honoring the Royal Fund Management position statement “Client First”.
John lived in Springfield for 25 years and 2013 they returned to the Kansas City area, but still retains his Springfield office location. He and his wife, Kay, are the proud parents of three children and seventeen grandchildren. With those children spanning the globe (one son in Chiang Mai, Thailand with four of the 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.