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Mark Triplett, CFEd
Investment Adviser Representative
7040 NE 14th Street Suite 103
Ankeny, IA 50021
9:00 am to 3:00 pm Monday Thru Friday
9:00 am to 1:00 pm Friday
We believe that an enjoyable and lasting retirement is dependent on securing sustainable income. It is a shame to see someone work their entire life only to end up poor in retirement because they did not plan to replace their paycheck with income that will last a lifetime. Your desired lifestyle is reliant on your ability maximize your income sources such as: Social Security, Pension, and additional lifetime income from personal savings. Outliving your money in retirement is not an option.
You’re busy, we understand that. Your personal and professional life will occupy most of your time, but you cannot ignore your financial life. With us, you’ll get your arms around your financial life. We’ll do this together by taking a detailed inventory of your resources and goals. You’ll get a clear picture of where you are and what you need to do in order to achieve your desired outcome. You get answers to your questions and an education that will empower you to take control of your destiny. Together, we take the worry out of your money.
We’re likely to introduce you to strategies that other financial firms won’t. That is because they either don’t understand them, or because they don’t benefit the financial objectives of their firm. It’s our belief that your retirement savings should be maximized for your benefit, not ours or that of our company. You deserve clarity, transparency, and the comfort of owning an income stream that will last as long as you do regardless of economic conditions.
National Association Of Insurnace And Financial Advisors (NAIFA)
Certified Financial Educators
Society Of Financial Services Professionals
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.