Now
- Develop Both College and Retirement Plan Funding Strategies
- Formulate Custom Investment Asset Allocation Strategy
- Determine Appropriate Contribution Levels for College and Retirement Savings
- Utilize Methods to Mitigate Taxes
- Review Wills, Trust and Other Legal Documents
On Going
- Make Sure Goals are Realistic and Adjust as Needed
- Reposition Assets and Benefits as Needed
- Analyze Available Retirement Income Funding Methods
- Provide Options to Continue the Growth of Assets While Protecting Investment Income and Mitigating Taxes
- Confer with Team of Specialty Advisors on Estate Planning, Medicare, Social Security, Charitable Giving and Philanthropic Planning, Legacy Planning and Inter-Generational Wealth Preservation
Investment Advisor Representative of and investment advisory services offered through Royal Fund Management, LLC an SEC Registered Investment Advisor.