Your Ride for Financial Success!
  • Bringing two competing worlds of investing and insurance together for you

  • Investment fee only advising

  • 401(k) Professional Account Management  & Retirement Rollovers

  • Income Protection to reduce the risk of outliving your income

  • Customized Financial Plans

  • Insurance Protection for you and your loved ones

FINANCIAL SERVICES
  • Wealth Management and Investing Strategies

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

  • Retirement Planning

  • Social Security Optimization

  • Lifetime Income/Annuities  

  • Life Insurance

  • Disability Insurance

  • Long Term Care Insurance 

 
Are you getting the most out of your 401(k)/403(b)/457/TSP?

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!

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Need more details? Contact us

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

704 Eaton St. Dunlap, IA, (605) 695-6776, pmfokken@gmail.com

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.

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

© 2023 by The Axis Group

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