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Wealth Management

Our Wealth Management approach is centered on doing what's best for our clients. We can assist clients whether they require investment or portfolio management, a rollover, tax or pre-tax investment solutions, or financial planning. 

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Retirement Planning

Are you on track for retirement?  We suggest you go through our retirement analyzer process to determine how and when you can retire. Plus we'll look at at how to best optimize your social security benefits.

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Investments & Portfolio Management

Are you satisfied with your current investment portfolio?  We offer a variety of investment strategies, from conservative to aggressive, to manage your risk associated with our growth and income funds, mutual funds, and exchange traded funds.

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Rollovers

We can analyze your portfolio and roll over any of your IRAs or any previous 401(k), 403(b), 457, SIMPLE, SEP, etc. There are pros and cons of rollovers. Let us help you decide if it makes sense and it's suitable for you to make changes to your portfolio.  

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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.

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.

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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.

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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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