Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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More Newsletters

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators