John Sample

Welcome

Everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice. I believe that personalized service is essential when matching clients with the right financial security products and services. As a Financial Adviser, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs.

I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.

BELOW ARE SOME HELPFUL PAGES TO WRITE THIS TEXT:

Helpful Link 1 | Helpful Link 2

Areas of Focus

• Financial Planner
• Investment Advisor
• Retirement Income Strategies
• List of services that clients can expect from your office.

Interests & Community Participation

Experience

• 2001 - present, Investment Adviser Representative with Royal Fund Management
• 1999 - present, President of Opel Financial Advisors
• 1986 - 1999, Financial Analyst with Key Bank
• 1984-1986, Financial Analyst with Bank One
• 1982-1984, Finance Instructor at Tampa University

Education

Associations

• Financial Planning Association
• It's Easy to link these to other websites. Read Green Instruction Box

• North Tampa Chamber of Commerce
• Tampa Rotary
• Tampa Business Networking International

MARKETWATCH

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.

Full Disclosure