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 ...
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Are you an Individual or Employee interested in:
1. Retirement Asset and Income Planning Process?
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Are you interested in:
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Learning your risk tolerance number? (Riskalyze)
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Knowing your investment(s) score? (Kwanti)
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Client Cash Flow / Goal Based Planning? (RightCapital)
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Knowing your asset(s) performance and location? (Blueleaf)
2. ERISA compliant 401(k) Advisory Account Management Program? (Maneuver™)
Are you a Plan Sponsor interested in: (Contact Us)
3. ERISA* Discretionary or Non-Discretionary Fiduciary Services to a plan?
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ERISA Section 3(16) Plan-Level Investment Advice
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ERISA Section 3(21) Model Portfolio Services
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ERISA Section 3(38) Qualified Default Investment Alternative Services
* (ERISA) Employee Retirement Income Security Act of 1974
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.