How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.
Welcome to Royal Asset Managers
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, not sales. It is our mission to always act in your best interest and make investment decisions that best serve your needs.
Our Services include:
- Full Service Investment Management
- Investment Advisory and Consulting
- Financial Planning and Strategy Development
- Estate Planning
- Banking and Insurance Assessment and Optimization
- Retirement/Pension Consultation
- Social Security Optimization
- Retirement Transition
- All Services Provided on a Fee-Only Basis
Your Advisor
Michael Alexenko, CFA is President of Royal Asset Managers, a boutique investment advisory firm. He has over 35 years of experience working with small business owners, executives and individual investors.
Please contact us if you would like to schedule a free, no-obligation consultation.
Royal Asset Managers, LLC Achieves 100% Client Retention for Seven Consecutive Years!
Recent Blogs
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could severely impact families trying to maximize their legacies.
If you think about the purpose of life insurance it becomes much easier to determine how much you need and for how long. Life insurance is an income replacement or liability matching tool and as long as your heirs need your income for sustenance your need for life insurance remains.