We analyze, review, evaluate and bring to your attention the "little things" that, when overlooked or neglected, can become HUGE problems for you and your family.
PORTFOLIO SERVICES
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.
Royal Fund Management was founded by Mark Sorensen. Mark believes that the fee based advisory platform increases the potential to add value. Why? There are no product commissions to cloud the advisor's judgment when choosing appropriate investments. And, the firm’s compensation is directly correlated to the value of a client’s managed account. This keeps our Client First.
SOCIAL SECURITY
There are hundreds of pages of rules, regulations and instructions on the Social Security Administration website. Plus, Social Security Administration employees are not allowed to provide individual advice. The volume of information, and lack of individual advice, can be frustrating and overwhelming.
The complexity of this information could also lead to mistakes when making selections. Selections that may be irrevocable, and affect your finances, for the rest of your life.
We perform an analysis of your potential Social Security benefits. Then provide a personalized report that shows which options may maximize your benefits.
MEDICARE
Your choice of Medicare options could be one of THE most important decisions you will make as you approach age 65.
The choices with Medicare, Medicare Supplement, Medicare Advantage and Part D Prescription Drug Plans can affect your healthcare options, and your finances, for the rest of your life.
We provide you with the information, and guidance, to make the appropriate Medicare choices for you; while potentially avoiding costly Medicare mistakes.