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
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.