What we do

  • Retirement Income Planning
  • 401K Allocation Advisory Services
  • RMD Tax Shield Strategies
  • Federal Employee Benefits Analysis
  • FERS / CSRS and Social Security Income Maximization
  • Debt Management and Budgeting
  • Tax Planning 
  • Investment Planning
  • IRA, Roth IRA and 529 Education Plans
  • TSP (Thrift Savings Plan) and 401K Rollover Strategies 
  • Risk Management and Insurance

The organization is managed by Richard Easterbrook, CFP, a Certified Financial Planner since 1997 and SEC Registered Investment Advisor* Representative.

 

 *Investment Advisory Services offered through Royal Fund Management, LLC www.royalfundmanagement.com