So Many Choices!  Select the Financial Services Best for You!

Investing

Are you satisfied with current investment portfolio?

We offer a variety of investment options to manage your risk.  

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!

Or

Annuities

Have you considered the possibility of outliving your income?

If so an annuity or lifetime monthly guaranteed income may prevent that from happening.

Retirement&

Social Security

Are you able to retire at age and living means that you desire?

We take an in depth look at your current retirement and the risk of outliving your income.  

Life Insurance

You never know what is around the curve...

What life insurance do you need or prefer?  We have different types of life insurance including whole life, variable life, universal life and term insurance. 

Disability Insurance

Life altering events like accidents , injuries and illness can happen, do you have a plan?  

Long-Term Care Insurance

Do you have a plan for you or your loved ones Long Term Care Needs?

Or
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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