We believe that an enjoyable and lasting retirement is dependent on securing sustainable income. It is a shame to see someone work their entire life only to end up worried and anxious in retirement because they did not plan to replace their paycheck with income they cannot outlive. Your desired lifestyle is reliant on your ability to maximize your guaranteed income sources such as: Social Security, Pension, and additional lifetime income from personal savings. Outliving your money is not an option.
INCOME YOU CAN COUNT ON
We’re likely to introduce you to strategies that other financial firms won’t. That is because they either don’t understand them, or because they don’t align with the financial objectives of their firm. It’s our belief that your retirement savings should be maximized for your benefit, not ours or that of our company. You deserve clarity, transparency, and the comfort of owning an income stream that will last as long as you do regardless of economic conditions.
THE WAYS YOU CAN BENEFIT
You’re busy, we understand that. Your personal and professional life will occupy most of your time, but you cannot ignore your financial life. With us, you’ll get your arms around your financial life. We’ll do this together by taking a detailed inventory of your resources and goals. You’ll get a clear picture of where you are and what you need to do in order to achieve your desired outcome. You get answers to your questions and an education that will empower you to take control. Together, we take the worry out of your money.
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We specialize in working with professionals, as well as those individuals at or nearing retirement. Our clients appreciate quality education and demand a firm who places high value on proper planning. Helping you grow your wealth is one thing, turning it into income the right way is another. We’ll be here to walk you to and through retirement. We encourage you to call anytime you would like to talk. There is no charge for an appointment and our goal is your happiness and success.
PT5 Planning Process
The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS.
The first visit is mutual discovery. Our team gets to know you, and you get to know us. We learn where you stand financially. You learn our philosophy, process and how we function.
We analyze the information gathered in the Discovery meeting and prepare Retirement Income Analysis Reports and Social Security Maximization Reports. Then we prepare investment plan proposals and recommendations.
We work together to fine-tune a plan that meets your needs and requirements. We educate you on why we are making specific recommendations. This step allows you to make the best decisions regarding your financial wellness.
We implement a plan that meets your needs and requirements. This is not a one-time plan as needs and requirements evolve over time. We are with you every step in your financial future.
During regular reviews we evaluate your progress and make necessary adjustments as your needs evolve. This keeps you on course to Retirement Success.
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Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.