Our Firm

Royal Financial provides fee-based financial planning and investment services to individuals and business owners.

Financial planning typically involves providing a variety of services, principally advisory in nature, regarding the management of your financial resources based upon an analysis of your needs.

We will conduct a complimentary initial consultation with follow up meetings to obtain pertinent quantitative and subjective information about your financial circumstances, goals, and objectives. This will include a review of available financial documentation such as investment statements, insurance policies, company benefit books, legal and financial documents (including tax returns, wills, and trusts), among others. The primary objective of this process is to assist you in developing a strategy for the successful management of income, assets, and liabilities in meeting your financial goals and objectives.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.