22942 El Toro Road
Lake Forest, CA 92630
M - F: 8:30 am to 5:00 pm
Evenings and weekends: By appointment
Signature America Financial Services is an independent financial planning firm located in the central part of Orange County, CA. It was founded by D. Paul Kalra after a career with John Hancock Financial Services. As an independent financial planning firm, we are not under any pressure from a parent company to "sell, sell, sell" its products. Retirement planning is not a quick process. Making decisions for the "rest of your life’s money" takes precise and careful planning.
Areas of Focus
- Investment Planning and best strategies for Safety and Growth
- Retirement Planning
- Guidance on how to maximize Your Social Security
- 401(k) Rollovers
- Health Care and Long Term Care planning
- Guidance on best estate planning tools such as Dynasty Trusts for asset protection
- Life Insurance and Annuities
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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