Royal Fund Management

About Us

Pat offers a comprehensive set of services designed to help individuals and corporations navigate the complexities of financial planning, retirement, and insurance. Her ability to balance both low-risk insurance products and market investments makes her uniquely positioned to help clients with various retirement needs. Whether it's saving on 401(k) fees or offering diverse investment options, it seems like she can bring a lot of value.

If you'd like, we can dive deeper into your current financial plan to see if there are opportunities for improvement or more efficient strategies. Would you be interested in a specific area of Pat's expertise, like retirement planning, insurance options, or corporate 401(k) setup? Or perhaps you'd like an overall review? Let me know how you'd like to move forward.