Michael Berlau

Welcome

Welcome and let me show you how we can work together

Phase 1

• Develop College and Retirement Plan Funding Strategy
• Formulate Custom Asset Allocation Strategy
• Determine Appropriate Contribution Levels for College and Retirement Savings
• Utilize Methods to Mitigate Taxes
• Review Wills, Trust and Other Legal Documents

Phase 2

• Make Sure Goals are Realistic
• Reposition Assets and Benefits as Needed
• Analyze Available Retirement Income Funding Methods
• Identify Alternatives to Continue the Growth of Assets While Protecting Income and Mitigating Taxes
• Confer with Team of Specialty Advisors on Estate Planning, Medicare, Social Security, Charitable Giving and Philanthropic Planning, Legacy Planning and Inter-Generational Wealth Preservation

Areas of Focus

Service area is nationwide

Education

Bachelor of Science, Banking and Finance, University of Missouri

Master of Arts, Economics, University of Missouri

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