Unique Retirement Opportunities Focused on YOUR Future
Retirement Services Built on Decades of Professional Experience and Integrity
Planning for retirement enhanced by a fiduciary partner you can count on. Our comprehensive retirement services provide access to professionals helping you prepare for a future of financial stability. Whether you're interested in 401k plans, PEPs (pooled employer plans), or a customized retirement plan just for you, we can help. Would having an SEC registered investment advisor help manage your current 401(k) without moving the money out of your plan? This may be is possible in most cases. We have many cutting edge solutions you may not be aware of to customize your retirement cash flow. We have the expertise to guide you through the process. Our retirement services are designed to maximize your savings potential while minimizing risks. Allow Royal Fund Management help you achieve peace of mind as you plan for retirement. Contact us now to learn how we can assist you.
We don’t invest for our clients; we invest with them, building a partnership grounded in trust for a brighter financial future.
ABOUT US
Empowering Your Financial Future with Integrity
At Royal Fund Management, we prioritize your financial future with cutting edge offerings designed to put you ahead of the status quo, one size fits all experience. We provide planning and fee-only advisory services for unbiased guidance. As independent fiduciaries, we offer personalized investment strategies tailored to your goals.
GET TO KNOW
Todd M Ehret, IAR
Todd M. Ehret is an Investment Advisor Representative with Royal Fund Managemet, LLC. Todd is committed to delivering significant value to clients. With a background in banking and business problem-solving, he began his career as a real estate loan officer, helping farmers during the farm crisis in the 1980's by securing government-backed loans. In 2008, he launched a wealth management practice to provide clients with a transparent way to invest in the the market while avoiding commissions charged by broker dealers dominating the retirement market space. Since 2017 Todd has been working exclusively with Royal Fund Management, LLC, focusing on assisting individuals and businesses in implementing a unique process to create value. This relationship has provided exclusive opportunities and transparent fees for clients. At Royal Fund Management we are large enough to have access to an abundance of financial offerings but as a boutique advisory still small enough to give clients the individual attention they seek. At Royal Fund Management our commitment is to put the client first while providing unique market participation and risk mitigation. We seek to provide tax-advantaged income strategies and legal tax avoidance, prioritizing long-term relationships that seek to generate clarity and certainty in financial outcomes for clients and their families.
401(K) Maneuver Form Registration
Welcome to 401(k) Maneuver, your trusted partner in managing and maximizing your 401(k) retirement plan. Our goal is to empower individuals with the knowledge and tools they need to make informed decisions about their retirement savings. Whether you're just starting your 401(k), or you're looking to optimize your existing plan, we provide personalized guidance, expert insights, and resources designed to help you achieve long-term financial security.
With easy-to-use tools, educational resources, and tailored advice, we assist you in navigating the complexities of your 401(k), from contribution strategies to investment options. Our platform helps you monitor your plan's performance, understand the tax advantages, and make adjustments as needed to stay on track for your retirement goals.
Let us guide you on the path to a secure and confident financial future—because your retirement matters.
Business Owners Help Your Business Graduate...401(k) to PEP and MEP Plans Built from Employee and Company Perspective Instead of Financial Institution
The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act is a law passed in late 2022 that aims to encourage Americans to save for retirement. In the U.S., PEPs are expected to reshape the way retirement benefits are delivered. They are already available to employers eligible to sponsor 401(k) plans and thanks to the SECURE 2.0 Act they will soon become available to tax-exempt employers eligible to sponsor 403(b) plans. When Royal Fund Management leadership saw the need for clients to get more form their retirement plans at work they began building what we think has the potential of turning the age old 401(k) process into a state of the art value creating retirement oasis...The RFM Pooled Employer Plan (PEP), the RFM Multiple Employer Plan (MEP), the RFM Maneuver Plan, (401k Participant Account Management Program) all under the RFM fiduciary umbrella of services. Please consider contacting us to set up a complimentary benchmark to your current plan to discover if our offerings may provide value to you.
Commitment to Integrity
We prioritize your interests through independent fiduciary responsibility, your investments are managed with the utmost integrity.
Tailored Solutions
Our strategies cater to your unique retirement goals, enhancing potential returns while managing risks to help you stay the course to empower your financial future.
Join the Future with Pooled Employer Plan
Experience the advantage of our Pooled Employer Plan (PEP) and simplify your retirement offerings. By pooling resources, we make it easier for businesses to offer comprehensive retirement benefits without the hassle of managing multiple plans. Our fee-only advisory model provides peace of mind that every decision is made with your best interests at heart. Embrace the power of collaboration with our PEP, designed to streamline processes and reduce administrative burdens. Experience a sigh of relief as once on board we take care of preparing your 5500s correctly AND no cost to the company for annual audits under our three fiduciaries. Let us guide you towards a more efficient and effective retirement solution. Unlock the potential of a PEP with your company today!
Financial Planning Services to Chart Your Course
Financial Confidence
Embark on your financial journey with our professional Financial Planning Services, designed to simplify your investing experience.
Investment Strategies
Our seasoned advisors help create tailored strategies focused on your unique goals and risk tolerance, providing guidance for your prosperous future.
Integrity Guidance
With a commitment to integrity and client-first principles, we provide clarity and direction in an ever-changing financial landscape.
Retirement Planning: Your Future, Our Priority
Enhance your golden years with our strategic Retirement Planning. Our independent, fee-only advisory service puts your interests first, helping you plan to reach your retirement goals. We focus on long-term success, utilizing a diversified approach with no-load mutual funds, individual equities, and ETFs. No loads or commissions. Whether you're looking to build wealth or improve your savings, our tailored strategies are designed to increase your portfolio's value over time. Prepare for a rewarding retirement with our professional guidance.
Employer Retirement Plan Solutions Made Simple
Streamlined Solutions
Our Employer Retirement Plans simplify operations and boosts employee benefits.
Objective Guidance
As fiduciaries, we offer unbiased advice to help you choose the best retirement plans.
Performance Analysis
We analyze thousands of funds for superior performance and cost efficiency.
Comprehensive Management
Let us manage the complexities of retirement plans, enhancing your employee benefits.
10+
Services Offered
40+
Years in Business
10+
Business Locations
Group Retirement Services with a Personal Touch
With our Managed Employer Plan (MEP) and our Polled Employer Plan (PEP) Retirement Services, we offer personalized, hands-on support to help businesses and their employees achieve retirement success. Our strategies are built on a foundation of transparency and client-first fiduciary duty, giving you peace of mind that your financial interests are prioritized. Enjoy a collaborative approach that focuses on serving diverse groups, giving employees access to a SEC Registered Investment Advisor to guide their retirement choices. Our goal is to provide the professional and personal care your team deserves. Experience the difference of our attentive service today.
Royal Fund Management Pooled Employer Plan (PEP) Multiple Employer Plans (MEP) Reduced Costs, Liability, Enhanced Employee Retention, Perks
The SECURE 2.0 Act of 2022 expanded the use of Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) to include 403(b) plans. The Royal Fund Management Pooled Employer Plan (PEP) offer a unique opportunity to for businesses to eliminate their annual audit cost, greatly reduce time preparing the annual 5500 report and transfer liability from the 5500 signer to our three fiduciaries. Our PEP strategy will give access to employees to a SEC Registered Advisor to help them plan their own futures. Royal Fund Management PEP helps simplify management and reduce costs, while leveraging professional experience to enhance investment outcomes. Our commitment to acting in the best interests of our clients provides that every decision is deliberate and client centered. Contact us to set up a 15 min virtual meeting to see if our PEP will create value for you or your business.
Retirement Solutions From Home Convenient Access Online
We offer Retirement Solutions tailored to the unique needs of our clients. Our independent, fee-only model recommendations work toward your best interest, devoid of conflicts from commissions. We emphasize diversification among asset classes and adapt to market opportunities to enhance portfolio value. We strive to provide innovative strategies and personalized support as you work towards a goal of a prosperous retirement. Contact us to learn more how working with us may work for your financial future.
Our success is ultimately measured by your ability to achieve your financial goals and aspirations.
What Sets Us Apart
What sets Royal Fund Management apart is our unwavering dedication to a client-centered approach. Our fee-only model eliminates conflicts of interest, ensuring every decision is made with your success in mind. With over 40 years of industry experience, we harness the power of diversified investments to meet your specific objectives. Our ongoing portfolio management is continuously adjusted for market conditions, placing your needs at the heart of our service. Discover why our clients trust us with their most important financial decisions. Schedule a consultation with us today to see the difference.
Frequently Asked Questions
Find answers to common inquiries below. Reach out for more information.
Why is Royal Fund Management, LLC so popular?
Royal Fund Management, LLC is highly regarded for providing profesional retirement solutions to clients across the nation. Our popularity stems from our commitment to offering independent fiduciary responsibility, ensuring that our clients' best interests come first. Being a fee-only investment advisory firm means we are not influenced by product commissions, allowing us to provide unbiased retirement services tailored to individual needs. Our clients appreciate the transparency and integrity in our approach, knowing that our recommendations in retirement services are based purely on potential growth and security, not sales incentives. With specialized retirement services designed to meet diverse investment objectives, and a steadfast dedication to client service, it's no wonder we've become a trusted name in retirement services in the region Reach out today to experience how our retirement services can benefit your financial future.
How does Royal Fund Management uphold its fiduciary responsibility?
At Royal Fund Management, we uphold our fiduciary responsibility by always putting our clients' interests first. Our fee-only structure ensures that there are no conflicts of interest since we don't earn commissions from financial products. This model allows us to focus solely on providing personalized financial planning that aligns with your unique goals. Get in touch with us to learn how we can tailor our services to best meet your needs.
What types of retirement plans does Royal Fund Management offer?
We offer a comprehensive array of retirement plans including 401k plans, Pooled Employer Plans (PEPs), and Multiple Employer Plans (MEPs). Our retirement planning services are designed to help both individuals and employers optimize their retirement savings. Each plan is crafted to provide individuized growth potential suited to your specific circumstances. Schedule a consultation with us to explore a custom retirement plan for you or your business.
Can Royal Fund Management help both individuals and businesses?
Absolutely, we cater to both individuals and businesses seeking robust retirement solutions. Our employer retirement plans are tailored to enhance employee benefits while aligning with organizational goals. For individuals, our financial and retirement planning services focus on achieving personal financial objectives. Contact us today to discover how we can assist you or your organization.
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Our Location:
1403 15th Ave NW Austin, MN 55912, USA
Business Hours:
Monday – Friday: 9:00 a.m. – 5:00 p.m.
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RETIREMENT Services
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