Do you have questions about working with Royal Oak Financial Group? Browse the FAQs below for answers!
Frequently Asked Questions About Our Services
Yes. We have a legal obligation to act in the best interest of our clients.
Fee and Commission: Depending upon the services and planning that is needed, clients have a choice to pay fee based planning or commissioned based.
CFP & Investment Advisor – both held to the Fiduciary Rule
We believe in equities as the best path to prosperity for our clients.
We help each client create their own benchmarks relative to their goals and plans in retirement.