I work with individuals build a retirement income plan that reduces their tax bill and ensures they never run out of money.
A lot has changed in the past 20 years, people are asking:
😣 How do I protect my retirement portfolio if the market crashes?
😣 What will future taxes and inflation will have on my retirement?
😣 What would happen to their family if something bad happened to them?
😣 How do I have a impact on my community that will last?
😣 Will I have enough money to retire in the style they are accustomed to?
Within a few months of working with me, my goal is that they will:
😊 Have the financial freedom to live a dream life;
😊 Know they can take the time to be a community leader;
😊 Be sure that as life changes, their plans can change to meet those changes;
😊 Knowing their families are protected
😊 Feel at peace with a plan to manage their financial future;
As an independent fiduciary investment and financial adviser, I help individuals develop and implement strategies to grow and retain what they have worked so hard to acquire, giving them freedom to live a life they dream about. I do all this with a “client first” attitude and personalized service.
Areas of Focus
Retirement Income Planning
Social Security Optimization
BA Mathematics - Pacific Lutheran University
BA Economics - Pacific Lutheran University
MBA - Pacific Lutheran University
Investment Management and International Finance - Pacific Asian Management Institute
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.