Pooled Retirement Services Proudly Serving In Lake Mills, IA
Secure Your Pooled Retirement Services in Lake Mills
Experience Excellence with Tailored Pooled Retirement Services Today
Our commitment to providing exceptional pooled retirement services ensures that our clients receive tailored investment solutions without the conflict of commissions. By eliminating product biases, we operate as an independent fiduciary, prioritizing your best interests at all times. At ROYAL FUND MANAGEMENT, LLC, we analyze thousands of funds to create diversified portfolios that align with your specific objectives and risk tolerance. Our fee-only advisory approach fosters genuine transparency, allowing us to focus solely on the strategies that will enhance your financial future. We invite you to partner with us and discover how we can help you achieve your retirement goals.
We don’t invest for our clients; we invest with them, building a partnership grounded in trust for a brighter financial future.
Simplifying Retirement Through Shared Services
Shared retirement services help organizations manage plans more efficiently through strategic retirement plan pooling. This section explains how employers can benefit from centralized oversight that supports employer retirement cost reduction while maintaining consistent plan quality. By using centralized retirement administration, businesses reduce operational complexity and gain access to professional retirement plan fiduciary services. These pooled structures are designed to scale with organizational growth, offering flexible and scalable retirement solutions that support long-term stability for both employers and employees.
Creating Scalable Retirement Management
Effective retirement planning requires solutions that grow alongside the organization. This section focuses on how pooled structures deliver scalable retirement solutions through coordinated management and professional oversight. By consolidating administrative responsibilities and fiduciary support, employers gain clarity, consistency, and long-term efficiency. These solutions allow businesses to streamline retirement operations, maintain compliance, and deliver reliable benefits without increasing internal complexity. Pooled retirement management provides a balanced approach that supports both operational efficiency and employee financial security.
GET TO KNOW
Todd Ehret, CSA
Todd M. Ehret is the Founder and CEO of two financial entities committed to delivering significant value to clients. With a background in banking and problem-solving, he began his career as a real estate loan officer, helping farmers during the farm crisis by securing government-backed loans. In 2002, he founded Cornerstone Financial Resources, LLC, specializing in risk-averse investment strategies that protect accounts from market losses while allowing for growth. In 2008, he launched a wealth management practice under Royal Fund Management, LLC, focusing on assisting high-income and high-net-worth clients with market participation and risk mitigation. His practice emphasizes tax-advantaged income strategies and legal tax avoidance, prioritizing long-term relationships that provide clarity and certainty in financial outcomes for clients and their families.
401k Plans That Work as Hard as You Do
Our 401k plans are tailored to align with your financial aspirations, providing a solid foundation for your retirement dreams.
Commitment to Integrity
We prioritize your interests through independent fiduciary responsibility, ensuring your investments are managed with the utmost integrity.
Tailored Solutions
Our strategies cater to your unique retirement goals, maximizing returns while managing risks to empower your financial future.
Join the Future with Pooled Employer Plan
Experience the advantage of our Pooled Employer Plan (PEP) and simplify your retirement offerings. By pooling resources, we make it easier for businesses to offer comprehensive retirement benefits without the hassle of managing multiple plans. Our fee-only advisory model ensures that every decision is made with your best interests at heart. Embrace the power of collaboration with our PEP, designed to streamline processes and reduce administrative burdens. Let us guide you towards a more efficient and effective retirement solution. Unlock the potential of pooled assets with us now!
Financial Planning Services to Chart Your Course
Financial Confidence
Embark on your financial journey with assurance through our expert Financial Planning Services, designed to simplify your investing experience.
Investment Strategies
Our seasoned advisors create tailored strategies focused on your unique goals and risk tolerance, ensuring a secure and prosperous future.
Integrity Guidance
With a commitment to integrity and client-first principles, we provide clarity and direction in an ever-changing financial landscape.
Retirement Planning: Your Future, Our Priority
Secure your golden years with our strategic Retirement Planning. Our independent, fee-only advisory service puts your interests first, ensuring you have a solid plan to reach your retirement goals. We focus on long-term success, utilizing a diversified approach with no-load mutual funds, individual equities, and ETFs. Whether you're looking to build wealth or safeguard your savings, our tailored strategies are designed to enhance your portfolio's value over time. Prepare for a rewarding retirement with our expert guidance.
Employer Retirement Plan Solutions Made Simple
Streamlined Solutions
Our Employer Retirement Plan simplifies operations and boosts employee benefits.
Objective Guidance
As fiduciaries, we offer unbiased advice to help you choose the best retirement plans.
Performance Analysis
We analyze thousands of funds for superior performance and cost efficiency.
Comprehensive Management
Let us manage the complexities of retirement plans, enhancing your employee benefits.
10+
Services Offered
40+
Years in Business
10+
Business Locations
Group Retirement Services with a Personal Touch
With our Group Retirement Services, we offer personalized, hands-on support to help businesses and their employees achieve retirement success. Our strategies are built on a foundation of transparency and client-first fiduciary duty, giving you peace of mind that your financial interests are prioritized. Enjoy a collaborative approach that focuses on serving diverse groups, ensuring all employees have access to robust retirement benefits. Trust us to provide the expertise and personal care your team deserves. Experience the difference of our attentive service today.
Pooled Retirement Services for a Cohesive Approach
Our Pooled Retirement Services offer a unified strategy for businesses seeking to consolidate their retirement offerings. By pooling resources, we help simplify management and reduce costs, while leveraging our expertise to enhance investment outcomes. Our commitment to acting in the best interests of our clients ensures that every decision is deliberate and advantageous. Converge your resources for optimal growth and experience the streamlined efficiency of our pooled services. Start your journey to financial harmony with us.
Retirement Savings Solutions for Southern Minnesota and Northern Iowa
In the heart of Southern Minnesota and Northern Iowa, we offer Retirement Savings Solutions tailored to the unique needs of our community. Our independent, fee-only model guarantees that our recommendations are always in your best interest, devoid of conflicts from commissions. We emphasize diversification among asset classes and adapt to market opportunities to enhance portfolio value. Trust us to provide innovative strategies and personalized support as you work towards a secure and prosperous retirement. Contact us to secure your financial future.
Our success is ultimately measured by your ability to achieve your financial goals and aspirations.
What Sets Us Apart
Efficient investing tailored to your unique goals is what we truly aim for with our pooled retirement services. Helping clients in Lake Mills, IA, we maintain an independent advisory approach free from product biases, focusing on optimized strategies that elevate your financial future. Our commitment revolves around pooled retirement services that allow clients the flexibility and confidence needed when navigating their investment choices. We carefully analyze thousands of funds to create diversified portfolios, ensuring that every element aligns with your long-term objectives. With our pooled retirement services , you can rest assured Knowing that decisions prioritize your best interests rather than commission incentives. As fiduciaries, our mission is quite simple: we keep our Client First as we help you manage risk while striving for growth, enhancing the overall value of your retirement investments with a consistent monthly review of our pooled retirement services. For more information, explore our pooled retirement services today.
Frequently Asked Questions
Find answers to common inquiries below. Reach out for more information.
How does Royal Fund Management uphold its fiduciary responsibility?
At Royal Fund Management, we uphold our fiduciary responsibility by always putting our clients' interests first. Our fee-only structure ensures that there are no conflicts of interest since we don't earn commissions from financial products. This model allows us to focus solely on providing personalized financial planning that aligns with your unique goals. Get in touch with us to learn how we can tailor our services to best meet your needs.
What types of retirement plans does Royal Fund Management offer?
We offer a comprehensive array of retirement plans including 401k plans, Pooled Employer Plans (PEPs), and Multiple Employer Plans (MEPs). Our retirement planning services are designed to help both individuals and employers optimize their retirement savings. Each plan is crafted to provide security and growth potential suited to your specific circumstances. Schedule a consultation with us to explore the best retirement plan for you or your business.
Can Royal Fund Management help both individuals and businesses?
Absolutely, we cater to both individuals and businesses seeking robust retirement solutions. Our employer retirement plans and group retirement services are tailored to enhance employee benefits while aligning with organizational goals. For individuals, our financial and retirement planning services focus on achieving personal financial objectives. Contact us today to discover how we can assist you or your organization.
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Our Location:
1403 15th Ave NW Austin, MN 55912, USA
Business Hours:
Monday – Friday: 9:00 a.m. – 5:00 p.m.
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Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any benchmark.
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company.
The adviser is paid commissions on the sale of insurance products.