6975 Battle Mountain Rd
Colorado Springs, CO 80922
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
My passion for helping others achieve financial freedom comes from a very personal experience. After my father retired, he was confined in a nursing facility for several years before his death. I watched as my parent’s life savings went to pay medical bills, as they had no long-term care planning or retirement planning overall. I entered financial services too late to help. I vowed I would learn everything I could to prevent other families from going through a similar experience. It’s my personal crusade to seniors plan and prepare for a successful retirement experience.
Everyone’s situation is unique and there is no ‘one-size-fits-all’ solution. As a Retirement Income Certified Professional®, I focus on retirement income planning and getting the most from your retirement portfolio using low risk strategies. By identifying your specific goals and income style, we will work together to design a retirement plan to help make your retirement the best it can be.
I’ve been presenting financial literacy education classes for over 13 years. I believe fact-based, non-biased information is crucial to making solid retirement decisions. There’s more than one way to design a successful retirement plan, and it all starts with a plan you understand and are willing to follow. I can help cut through the financial noise so you can focus on what’s important for your retirement success.
Areas of Focus
- Retirement income planning
- Social Security optimization strategies
- Tax-savvy review and planning
- Estate planning review
- Budgeting and cash-flow analysis
- Insurance planning
- Financial literacy
- Income style analysis
Interests & Community Participation
- Monthly retirement classes at the Colorado Springs Senior Center
- Classes offered periodically through the Pikes Peak Library District
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.
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