We've been helping people find financial freedom for over 25 years. Our team of financial professionals work with you to provide a solution, no matter what your financial situation may be. We are dedicated to providing you with the tools and products you will need to accomplish your financial goals. We provide comprehensive financial solutions for individuals, families, government employees and small businesses.

For Individuals & Families

We provide comprehensive financial solutions to help you accomplish your goals.

Individuals and Families

  •      No charge financial planning consultations
  •      Expert financial advice
  •      401K and Qualified Plan guidance
  •      Education advisory services and 529 Plans
  •      How to avoid Social Security timing traps
  •      Tax-Free retirement income strategies
  •      Risk management and insurance

For Government Employees

We provide a variety of services for Federal and State Employees.

Government Employees

  • Complimentary benefits analysis
  • No charge retirement planning consultations
  • TSP and Qualified Plan guidance
  • Investment portfolio review and recommendations
  • New Low Cost FEGLI alternatives
  • Tax-Free Retirement Income planning

For Small Businesses

We help businesses in a variety of industries accomplish their financial goals.

Small Businesses

  • No cost retirement plan review and analysis
  • Expert financial advice
  • Pension cost analysis and portfolio review
  • Education advisory services and 529 Plans
  • Avoiding Social Security timing traps
  • Tax-Free retirement income strategies
  • Risk management and insurance

Important Disclosures

Financial Vehicles does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, IN, KY, LA, MD, MS, NC, OH, SC, TN, TX, UT, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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Contact us

801 International Pkwy., Suite 500
Lake Mary, FL 32746
 (800) 839-9248

Royal Fund Management
Investment Advisory Services offered through Royal Fund Management, LLC. For full disclosure, visit their website at