Lincoln McRae

Welcome

Thanks for Visiting this Page. It is my Hope we Meet some day sooner than Later. And When We do, We can Journey This Life together, Better Together! Advising is in the Blood you could say. My Great Grandfather and Grandfather co-ran and operated their Own Financial Advising Practice up until the time my Grandfather sold off his Client base to focus on Taking care of his Bride.

Areas of Focus

Investment Advice and Management

All Account Types ; IRAs, ROTH, Individual, Joint, Trusts, Health Savings Accounts (HSAs), 529 Plans, Simple, SEP, and More

Life Goals Planning and Preparation Help

Comprehensive Financial Planning

Life Insurance Matching and Set Up

401K Management and Advice On Your Existing Plan. YES, Your Existing Plan. Maximize It.

401K and All Other Employer Plan SetUp for You Employers

Estate Planning and Family Dynamic Navigation

Tax Planning

Annuity Selection and Set Up

Health Insurance Set Up and Coverage Implementation

Budget / Spending Plan Set Up, Debt Pay Down and Pay Off

Interests & Community Participation

Fitness, Health, Nutrition, Longevity, Sports, Football, NCAA Football Officiating, God, Church, Family, Sight Seeing, Celebrating, Various Boards (not Boreds), Jacksonville Jaguars, U Maine Black Bears, and Beautiful wife Aurelienne, and sons Lincoln, V, and Isaiah

Experience

Helped Lead a Vibrant Mortgage Origination and Delivery Team in a Prior Life that derived Business not from Marketing but almost Exclusively from word of mouth.

Led Financial Ministries as a Member of some Churches I have been a part of

Education

B.S. in Business / Accounting. No. "BS" ala University of Maine

Gained Licenses for Life Insurance, Health Insurance, Annuities, Long Term Care, and Securities.

Completed Lots of Continuing Education and To this Day Remain Current. If not you're Falling Behind.

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