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John Poolman
Investment Adviser Representative
OFFICE: 913-647-7524

MOBILE: 417.234.3185

TOLL-FREE: 800.471.4027


SERVICE AREA:
Kansas, Missouri
OFFICE LOCATION
Nexus Financial Group
8700 Monrovia
Suite 310
Lenexa, KS 66215


HOURS
Please Call to arrange an appointment
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Welcome

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

 

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