We utilize Certified Accredited Investment Fiduciaries, with industry-leading training on running cost-effective and ERISA-compliant retirement plans. Learn the one simple habit that 401(k) participants have which may supercharge the growth of your workplace retirement account. Text A1MK to 401-515-3985 for your free guide!
Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.
Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.
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Philosophy
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Our philosophy at Fokken Financial Services is simple: We have a fiduciary responsibility to do what is best for you. We bring two competing industries of investing and insurance together to develop a financial plan that is customized for you. Our goal is to identify your financial needs and to make a recommendation that is based on those needs.
Life Insurance
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What life insurance do you need or prefer? We have different types of life insurance including whole life, variable life, universal life and term insurance. Again, what is best for you?
Do you need coverage for existing debts for your mortgage, credit cards, loans, etc.? Do you want life insurance that will never lapse and builds cash value or provides a legacy or charitable function, provides your child's education, or provides income for your spouse?Insurance product guarantees are subject to the claims-paying ability of the issuing company.
Do you need coverage for existing debts for your mortgage, credit cards, loans, etc.? Do you want life insurance that will never lapse and builds cash value or provides a legacy or charitable function, provides your child's education, or provides income for your spouse?Insurance product guarantees are subject to the claims-paying ability of the issuing company.
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Paul Fokken is an Investment Adviser Representative of Royal Fund Management, LLC, a SEC Registered Investment Adviser. The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
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