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Investment Adviser Representative
Offices in Georgia and Tennessee
Thank you for visiting my website. Our focus is working with "boomers" who are nearing retirement or early in their retirements and are questioning what their futures will look like 25, 30 or more years down the road. Will they be enjoying the lifestyle they wanted? Are they able to meet higher healthcare costs? What about unexpected long term care costs? Is that desire to leave a lasting legacy to your children, grandchildren or worthy charity a vanishing dream? Add to the equation future taxes, inflation, a volatile stock market, the insecurity of Social Security and Medicare and you have the ingredients for a "not so golden" retirement. Developing a comprehensive plan to make your retirement money last a lifetime is the key to achieving your financial goals and objectives and addressing life's uncertainties . Allow us to create your custom plan to make sure you won't run out of money before you run out of time.
Areas of Focus
- Planning & investing for retirement
- Retirement income strategies
- Wealth preservation
- Tax-efficient wealth accumulation
- IRA/401K planning
- Investment advice and management
Interests & Community Participation
- College sports fan
- Upland bird hunting
- Boy Scouts of America
- Fellowship of Fiduciary Education
- Investment Adviser Representative with Royal Fund Management
Bachelor of Science - University of Missouri - Columbia
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.