Financial Services for Retirees

Financial Services in Retirement

While Americans may be retiring later, they are also living in retirement longer. Are you retired or ready to retire soon? If so, we are the place to meet your financial and investing needs. The clientele at Royal Oak Financial Group are primarily adults over the age of 60 who trust us with their retirement accounts and investments. They are individuals or couples excited about what this new phase of life will bring. Perhaps having more time with family, maybe taking that dream trip, starting a new activity … even marking items off that bucket list is on their mind.

You are one of those older adults. You’ve worked hard for decades, raised a family, saved and kept a close eye on your retirement accounts – and now you want to live the life you’ve been preparing for all those years. After all, you’ve got some big bucks in those retirement investment plans and hey, it’s your money!

Contact the retirement planning advisors at Royal Oak Financial Group to review your retirement accounts and be sure your retirement plan is working for you!

Contact Us Today CALL: 614-842-6090