About us
Fokken Financial Services
Our philosophy at Fokken Financial Services is simple: We have a fiduciary responsibility to do what is best for you. We bring two competing industries of investing and insurance together to develop a financial plan that is customized for you.
​
Our goal is to identify your financial needs and to make a recommendation that is based on those needs. We analyze your finances from top to bottom, from debt to income, and then provide concrete suggestions to help you meet your long-term financial goals.
Meet Your Advisor
Paul Fokken
I am a financial wellness advisor specializing in helping my clients create, grow and protect their income. More often than not, financial planning and advice is a result of being educated. Having been a facilitator to college student learning and tabbed with the wonderful task of teaching management, budgeting, and finance classes, I use my prior education experience to develop a plan that is tailored for you. Subsequently, as a fiduciary, I have the responsibility to act in your best interest just as I had the responsibility to act in my students' best interest.
​
You may have noticed a bicycle theme on my web page and that is because I'm an avid cyclist who has participated in rides such as RAGBRAI in Iowa and RASDak in South Dakota, to name a few. My goal for other cyclists is to create a larger retirement nest egg so that they can retire earlier, ride bikes more often and ride more exciting tours and places! Bike Strong!
​
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. 401(k) Maneuver is another business name for Royal Fund Management, LLC. 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/