RESOURCES

Know where you stand today

A quick look at your current investment situation can give you an idea of where your retirement planning needs to go. Use these helpful calculators to get started.

Download a copy of our "10 Steps to a Successful Retirement" Guide!

Download your complimentary guide!

Download a copy of our "10 Steps to a Successful Retirement" Guide!

Download your complimentary guide!

Download a copy of our "10 Steps to a Successful Retirement" Guide!

Download your complimentary guide!

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CONTACT

303.231.1008

legacyretirementservices@gmail.com

355 S. Teller Street, Suite 200
Lakewood, CO 80226

CONTACT

Terry Tyler | Managing Partner
Paula Cleven | Partner

355 S. Teller Street, Suite 200
Lakewood, CO 80226

303.231.1008

legacyretirementservices@gmail.com
legacymedicareservices@gmail.com

Client Relationship Summary

QUICK LINKS

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

Investment Adviser Representative and Advisory Services offered through Royal Fund Management, LLC,
a SEC Registered Investment Advisory firm. Legacy Retirement Services and Royal Fund Management, LLC are unaffiliate entities.

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. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness.

Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.

Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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