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Investment Adviser Representative
1120 Haymarket Dr.
Lakeland, FL 33809
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Thank you for your interest in a fee based, client first, fiduciary relationship with an investment adviser. My goal is to provide you with independent objective advice based on the goals you have for your investment portfolio and the stage of life you are in. I am determined to provide you with expertise in planning and investing that is in line with your overall goals. I will give you personal service and am available to help anyone regardless of their investment portfolio amount. Helping you with your assets whether you are young or in your retirement years is my main priority. I look forward to helping you prepare for your future. "Today is the tomorrow we thought about yesterday-lets plan for it"
Areas of Focus
Income planning based on goals and objectives of clients.
Help with IRA, 401K, 403B and other retirement rollovers.
Tax efficient planning strategies.
Portfolio supervisory services
Fee based independent objective fiduciary services
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.