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Your Ride for Financial Success!
Bringing Two Competing Worlds of Insurance and Investing Together For You!

  • ​Lifetime Income Protection

  • Customized Financial Plans

  • Life Insurance for you and your loved ones

  • Disability and Long Term Care Insurance

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  • 401(k)/403(b) Multiple Employer Plans (MEPs)

  • 401(k) Professional Account Management

  •  Retirement Rollovers

  • Investment Fee Only Advising

CHECKOUT OUR NEW 401(K) MANEUVER MEP PLAN!

Employers:
It's Time to Take a Closer look at Your 401(k)/403(b) Plan!

Does your 401(k) plan suffer from...

  • Dangerous and UnknownLiability Burdens?

  • Poor Investment Performance?  

  • Lack of Investment Alternatives

  • Low Employee Participation Rates?

  • High administrative Responsibilities? 

 

We utilize Certified Accredited Investment Fiduciaries, with industry-leading training on running cost-effective and ERISA-compliant retirement plans. Our team will provide a comprehensive cost comparison and a detailed analysis of all your investment options 

Or

Are you getting the most out of your 401(k)/403(b)/457/TSP?
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How is your 401(k) performance?  Is it protected for downside risk?  Is it being managed properly?  When was the last time you adjusted your 401(k) allocation or rebalanced it?  We can assist you in managing your 401(k)/403(b)/457/TSP! 

 

Improve Your Performance!

Learn the one simple habit that 401(k) participants have which may supercharge the growth of your workplace retirement account.” Text A1MK to 401-515-3985 for your free guide!

Or

YOUR 401K
FINANCIAL SERVICES

  • 401(k)/403(b) Multiple Employer Plans (MEPs)

  • 401(k)/403(b)/457/TSP Professional Account Management

  • Wealth Management and Investing Strategies

  • Retirement Planning

  • Social Security Optimization

  • Lifetime Income/Annuities  

  • Life Insurance

  • Disability Insurance

  • Long Term Care Insurance 

SERVICES
CONTACT
Or
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

231 W Main St. Suite 102, Cherokee, IA, 51012 (712) 321-3272
For Insurance: FokkenFinancial@netins.net
For Investing: pmfokken@royalfundmanagement.com

Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness.

 

Paul Fokken is an Investment Adviser Representative of Royal Fund Management, LLC, a SEC Registered Investment Adviser.  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.  For a copy of Royal Fund Management, LLC’s ADV Form 2A firm disclosure for review, please email or call to request a copy.  This document contains detailed information about Royal Fund Management, LLC and the services provided.

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Full disclosure of advisory services for Royal Fund Management, LLC can be found at the following link: www.royalfundmanagement.com/disclosure/

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