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Who We Advise

Our team helps busy professionals who face a wide array of complicated and time consuming financial issues. The most common themes:
  • Lack of time.
  • Various investment accounts scattered over different firms with no investment plan or coordination. 
  • Missed opportunities on tax savings. 
  • Unfinished tasks such as getting your will or trust done as well as reviewing outdated or inadequate insurance. 
  • Complex company stock, option, or retirement issues.
  • People who want a plan to help them achieve their goals. 
If you or someone you know is seeking advice on financial issues, contact us today.

How We Help

There are many questions you face when it comes to looking at your finances.  You may have asked yourself many of these questions:

Loans and Mortgages
  • Does it make sense to refinance my house?
  • What type of mortgage should I do?
  • Should I pay off my mortgage?
Investment Management
  • How are my investments doing?  Can I do better?
  • Am I invested properly for my goals and objectives?
  • What are the best investments based on the economy and the markets right now?
  • IRA, 401K, Roth, 529, ESA... so many choices, what is best for me?
Employee Benefits
  • Do I have too much money in one stock?
  • Should I save into my 401k at work, or fund a Roth IRA?
  • What should I do with my stock options at work?
Education Funding
  • How much should I save for my childrens' education?
  • What is the best way to fund my childrens' education - Roth, 529 Plan, or ESA?
Retirement
  • Am I on track to retire?  If so, when can I retire?
  • If I retire now, will I have enough so I don't run out of money?
  • How much income will I need after I retire?
  • What is the best way for me to set up a monthly retirement income?
Taxes and Estate Planning
  • How can I reduce my tax bill?
  • Why do I need a will or trust?
  • I received an inheritance; now what?
  • How can I ensure my beneficiaries will inherit my legacy and not Uncle Sam?
  • Do I have enough insurance to protect my family?  Do I have too much insurance?
Who has time to figure all this out?

We do.  

Answering these types of questions in relation to your personal situation is what we specialize in.
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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the states of CA, CO, FL, MN, MT, NY, OR, PA, SD, WI. No offers may be made or accepted from any resident outside the specific states referenced.

Royal Alliance does not offer tax or legal advice.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, FL, IL, IA, MA, MN, MT, NV, NY, OR, PA, SD, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.