Royal American Financial

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Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

25 Years

in Business

Accredited

Business

(951) 679-2065Visit WebsiteMap & Directions27192 Newport Rd Ste 4Menifee, CA 92584 Write a Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Menifee with Financial Planning Consultants

Sun City (3 miles)
Quail Valley (6 miles)
Homeland (10 miles)
Winchester (10 miles)
Lake Perris (12 miles)
Perris (12 miles)
Wildomar (13 miles)
Lake Elsinore (13 miles)
Nuevo (13 miles)
Murrieta (15 miles)

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Email

BBB Rating

Extra Phones

TollFree: (888) 294-0648

Payment method

debit

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AKA

Royal American Financial Advisors, LLC

Royal American Financial Advisors

Other Links

http://www.myinvestmentcoach.com

https://www.myinvestmentcoach.com

Categories

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (951) 679-2065

Address: 27192 Newport Rd Ste 4, Menifee, CA 92584

Website: http://www.myinvestmentcoach.com

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Royal American Financial

Investment Management
4. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.
Mutual Funds
Royal American Financial Advisors, LLC ("RAFA") is a California registered investment adviser offering a diverse array of financial products and services including but not limited to, mutual funds, exchange traded funds, insurance, annuities, REITs, stocks, bonds, and retirement plans. RAFA and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon registered investment advisors in California. RAFA will only transact business in States in which it is registered, or qualifies for an exemption or exclusion from registration requirements. As prescribed by rule 204-3(c) of the Investment Advisors Act of 1940, Royal American Financial Advisors, LLC, hereby offers to deliver, without charge, a copy of its recent brochure (ADV Part II) upon request. Call 888-294-0648 for your own copy.
Bonds

Financial Planning
Financial planning often is used by brokers as a disguise to sell high-commission, inferior financial products that may not be in your best interest. The financial plan is not for you (the client), rather it's a tool for the planner to sell product. Be aware that the planner can manipulate the numbers in software programs with just a few small adjustments, and skew the results in his favor to help sell product.
Retirement Planning
Are you saving enough for retirement? This workshop will help you take a look at your retirement goals and your strategy for achieving them.
Annuities
The basis for providing fixed annuity commission rebates is found in the California Insurance Code Section 750(d). "Nothing in this section is intended to limit, restrict, or in any way apply to, the rebating of commissions by insurance agent's or brokers, as authorized by proposition 103, enacted by the people at the November 8, 1988, general election." Remember that Rebates discussed are only authorized for California and cannot by law be offered for any security product such as variable annuities. You alone decide whether or not to purchase any financial product.
Long Term Care
We believe we can be of great service by hiring fitness and nutrition professionals to coach and educate our clients, by living a healthier lifestyle. With a healthier lifestyle there is the potential to save boat loads of money on things like preventable health care costs, unnecessary prescription drugs, preventable long term care costs, preventable doctor visits, preventable costly surgeries, and to avoid costly self-inflicted health problems. If we can be prudent and disciplined when investing, we can also do it with a healthier lifestyle, potentially enhancing our quality of life and saving a lot of money at the same time. We believe you can get healthier at any age. While longevity may or may not be a benefit, we can certainly have a goal of enhancing quality of life through nutrition and fitness as we age.
Asset Protection
This web site is designed to provide general, not specific information about how investors can benefit from certain investment strategies and investment advisory services and is strictly intended for individuals residing in the state of California. State and Federal law restricts assisting you if you are not a resident of California. Nothing in these web-pages shall be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, or legal advice. We do not offer, or make any recommendations with regard to benefits or otherwise of any type of regulated securities or the value of investing in securities on-line.

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