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FFRS Family Financial Retirement Systems logo with founder
Four hikers walking on a mountain ridge with scenic views.

Welcome to 'Next Step Retirement'.  Our vision integrates a Tops-Down / Bottoms-Up, one-on-one client marketing culture.  Next Step Retirement, builds FIDUCIARY relationships between Employers and Employees with Royal Fund Management, LLC dba Family Financial Retirement Systems, LLC.

Click here for a copy of our Relationship Summary ...

Are you an Individual or Employee interested in:

1. Retirement Asset and Income Planning Process?

  • Are you interested in: 

Riskalyze logo with orange and grey hexagonal icons

  • Knowing your investment(s) score?  (Kwanti)

Kwanti logo with a green play arrow icon inside the letter i
RightCapital logo with blue and green circular arrows

  • Knowing your asset(s) performance and location? (Blueleaf)

Blueleaf company logo

2. ERISA compliant 401(k) Advisory Account Management Program? (Maneuver™)

Maneuver logo with a chess knight piece.

Are you a Plan Sponsor interested in: (Contact Us)

3. ERISA* Discretionary or Non-Discretionary Fiduciary Services to a plan?

  • ERISA Section 3(16) Plan-Level Investment Advice

  • ERISA Section 3(21) Model Portfolio Services

  • ERISA Section 3(38) Qualified Default Investment Alternative Services

* (ERISA) Employee Retirement Income Security Act of 1974

Videos

We have interesting videos for you to watch on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck