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Tom Corbett
Investment Adviser Representative
OFFICE LOCATION
2011 Winter Street
Charlotte, NC 28205
2011 Winter Street
Charlotte, NC 28205
HOURS
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Welcome
Royal Fund Management offers Independent Fiduciary Responsibility. As a fee only investment advisory firm, Royal Fund Management does not sell financial products or receive commissions. Therefore, we are obligated, as fiduciaries, to act in the best interest of our clients.
Areas of Focus
NOT YET RETIRED:
- We professionally rebalance your 401(k) with the goal to increase account performance, manage downside risk to minimize losses and to reduce fees that harm account performance.
RETIRED - OR RAPIDLY APPROACHING RETIREMENT:
- I show you how you may pay less taxes over your lifetime on your IRA withdrawals and investment income.
- I show you how to potentially increase the income generated by your current investments, by 25% or more, AND lessen your chance of running out of money.
- I help you evaluate your Social Security and Medicare options prior to you making your final, and often irrevocable, decisions for these programs.
Experience
“Get it right and sleep well at night.” ℠
Over 35 years providing guidance for the many difficult retirement decisions you face. These decisions include the potentially overwhelming, and often irrevocable options, within the Social Security and Medicare systems. As well as strategies to generate income in retirement.
Education
Clemson University - Bachelor of Science - Financial Management
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.
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