PHILOSOPHY

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.

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

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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