Paul Fokken - Financial Advisor in Cherokee, IA | WiserAdvisor.com

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

Using what I believe to be one of the most comprehensive retirement planning software out on the market today, together we can develop a plan suited for you.  We can determine whether or when to complete a Roth Conversion and for how long.  Is it better for you to pay more tax now or pay it later.  We can explore to determine what those solutions may be that get you to your desired retirement.

If you have previous 401(k)s that you are no longer contributing to and they are just sitting there, it might make more sense to roll it over into one of our strategies or a blended strategy of investments and an annuity.

Based on your need for need for income and your risk tolerance I can provide the type of annuity that is suitable for you whether it is to accumulate income or perhaps provide an income stream. As an independent agent I have access to variety of annuity companies.

As an independent insurance agent, I can help identify the appropriate amount of insurance and what type might be best for you and your loved ones whether it be life, disability or long-term care.

Paul Fokken

Royal Fund Management

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