Our Services​​​​​​​
Our Services​​​​​​​
We provide access to many types of investment products. All securities are offered through the independent broker-dealer, Royal Alliance Associates, Inc. Separately, as an independent registered investment advisory firm, we offer fee-based planning. In addition, we offer access to several insurance products. At Financial Matters, we provide expert assistance in the following areas:
Investments Education​
- 529 Plans
- Brokerage Accounts
- ETFs
- Mutual Funds
- Roth IRA
- SEP IRA
- Simple IRA
- Traditional IRA
- Variable Annuities
Credit Repair & Restoration
- Credit Education
- 26 Self-paced DIY videos
- Numerous Dispute Templates
- Little Known Strategies to Rebuild Credit
- Unparalleled Support
Financial Planning
Perspective & Terminology
- Tax Plans
- 401k & 403b Planning Understanding
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
- Retirement Plans
Our Process​​​​​​​
We start the financial planning process by analyzing cash flow streams, existing retirement plans, savings programs and debt elimination plans. Through research and discussions, we help our clients understand their individual financial goals, risk tolerances, and objectives. Putting all the pieces together, we make specific recommendations to help our clients achieve their goals.
As our lives continually change, regular financial reviews are essential for successful financial planning. We offer flexible appointment hours to accommodate different schedules.
Our Compensation​​​​​​​
Our Top Notch Compensation Plan can not be beat! You are paid 100% commissions to get your Finances and Credit in order as well as paid for helping others to do the same.
