Individuals & Families

Providing for your family is your primary goal. Take the financial pressure off and leave it to our expert team of financial professionals. We provide solutions for individuals and families in the following areas:

  •      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

What is your financial vehicle?

Your financial vehicle is similar to the automobile in your driveway. Your car is designed to move you to chosen predetermined physical destinations. Your financial vehicle is created to move you to financial goals of your choosing.

Your financial vehicle is custom-designed and built, with you in the driver's seat. Your financial destination could be:

  • Becoming debt free
  • Creating a budget that works
  • An enjoyable and worry-free retirement
  • Buying a home
  • Educational funds for you or your children
  • Starting, buying or building your own business
  • Travel to places you've never been
  • Helping your children, grandchildren financially
  • Donating funds or your time to your church or charity
  • Enjoying complete financial freedom

Get started on your financial journey now by exploring all the free tools and resources on this site. You decide on the what and the when and we can show you the how.

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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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