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