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Total: 24 results found.

Why Goals-Based Investing Might Be Right for You

Created on Thursday, 24 September 2015. Posted in Content/our blog

...   “If you don’t put your plan in writing and you’re not specific about your financial objectives you’ll be more likely to make ad-hoc decisions,” according to Michael Alexenko, chartered financial ...

Paying for a Financial Adviser

Created on Wednesday, 09 September 2015. Posted in Content/our blog

Use this link to read full Consumers Digest article featuring comments by Michael Alexenko http://www.consumersdigest.com/sub/how-to-find-the-right-financial-adviser-the-keys-to-success/1   The ...

Budget Items That Shouldn't Be Overlooked

Created on Wednesday, 24 June 2015. Posted in Content/our blog

... faces foreclosure. "Family support is an area for which most people don't want or don't want to think about to budget," says Michael Alexenko, a financial advisor and president of Royal Asset Managers ...

How to Solve Your Retirement Spending Need

Created on Wednesday, 01 October 2014. Posted in Content/our blog

... reasonable estimate based on a few calculations that I’ve made for my own situation and also applying that rule to numerous financial plans that I’ve prepared for clients. Assume you have $175,000 in household ...

Solution Development

Created on Thursday, 07 August 2014. Posted in Content/Financial Planning

... documents. Banking and Insurance As your financial partner we will help you evaluate services from other providers. We can assist you with securing favorable terms for a home mortgage, home equity ...

Financial Planning

Created on Thursday, 17 July 2014. Posted in Content/Financial Planning

What is it? - It is an evaluation of key financial variables that determine the security of your lifetime financial independence. Our experience tells us that most people understand financial planning ...

Creating Your Strategy

Created on Thursday, 17 July 2014. Posted in Content/Financial Planning

Possibly the greatest value to the financial planning process is that you receive a written document that can serve as a source for information. Investors' financial strategies need to put in writing ...

Tracking and Review

Created on Thursday, 17 July 2014. Posted in Content/Financial Planning

Financial planning is continuous endeavor but completed on a periodic basis. Complete financial reviews can be completed on an annual basis but more likely every three to five years is sufficient. Investment ...

Discretionary Asset Management

Created on Thursday, 17 July 2014. Posted in Content/Investment Management

... service. Financial planning is a complimentary service for people with discretionary investment management relationships that have account values in excess of $375,000. See Fee Schedule for Discretionary ...

Investment Advisory and Consultation

Created on Thursday, 17 July 2014. Posted in Content/Investment Management

... Initiating an Advisory relationship may be best done by engaging us to first complete a comprehensive Financial Plan.  Information uncovered in that process will allow us to then offer you step by ...

News & Weblinks

Created on Monday, 30 April 2012. Posted in Content/resources

...  FinancialCalculators.com  ...

Our Principles

Created on Monday, 30 April 2012. Posted in Content/about

... is to always act in your sole best interest. RAM clients enjoy a relationship that is based on genuine openness and full disclosure. You want to know that your financial partner always works in your sole ...

Your Advisor

Created on Monday, 30 April 2012. Posted in Content/about

... graduated from Purdue University in 1985, where he earned a B.S. in Management. In 1998 he was awarded the professional designation of Chartered Financial Analyst (CFA). The CFA designation is a globally ...

Fee Schedule

Created on Monday, 30 April 2012. Posted in Content/about

... our compensation goes up when your accounts increase in value. Financial Planning - Basic charge of $2,000 for investment portfolio analysis, recommendations for changes to portfolio, retirement projections, ...

Who We Serve

Created on Monday, 30 April 2012. Posted in Content/about

... diverse and their personal financial situations are at various tiers. What our clients share in common is the desire to work with an experienced independent advisor who consistently performs service and ...

Affiliations

Created on Monday, 30 April 2012. Posted in Content/about

... asset valuation, statistics, economics, financial analysis, fixed income analysis and ethical standards. CFA is Chartered Financial Analyst. Paladin Registry – Five Star Advisor   Paladin ...

Investment Advice

Created on Monday, 30 April 2012. Posted in Content/services

Financial Advisory Service Some individual investors enjoy maintaining self-directed accounts in which to conduct securities transactions. They may have the time to manage assets, but yet they may want ...

Financial Planning

Created on Monday, 30 April 2012. Posted in Content/services

Investment advice and financial planning are two distinct financial disciplines. Financial planning gives us a better understanding of our clients’ situations and aids us in the management of their portfolios. ...

Welcome to Royal Asset Managers

Created on Tuesday, 24 May 2011. Posted in Content/main

Royal Asset Managers (RAM) is dedicated to helping you navigate your financial future. As your fee-only investment advisor and financial partner, we are in the business of consultative solution development, ...