Calculators

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Contact Us

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Videos

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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?

Are you interested in:
- Learning your risk tolerance number? (Riskalyze)
- Knowing your investment(s) score? (Kwanti)
- Client Cash Flow / Goal Based Planning? (RightCapital)
- 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?

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

Newsletters

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators