Insurance: 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.
Advisory: 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: 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.
Outside Links: When leaving the Golden Years website- These links are being provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval of any of the products, services or opinions expressed in the link. We accept no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. Contact the external site for answers to questions regarding its content.
Click here to view the Royal Fund Management Form CRS
1 (800) US- AETNA ( 1-800-872-3862
151 Farmington Ave. | Hartford, CT 06156
Toll Free: 1-800-401-2740 | TTY/TDD: 711
5403 N Church Ave | Tampa, FL 33614
1 (800) 457-4708
5000 W Main St. | Louisville, KY 40202
Ultimate Health Plans
1-888-657-4170 (TTY: 711)
1244 Mariner Boulevard | Spring Hill, FL 34609
United Health Care
1 (800) 607-2877
PO Box 30769 | Salt Lake City, UT 84130-0769
About Golden Years
Local, Independent, Trusted: As one of the fastest growing insurance groups in Florida, Golden Years is able to provide our clients with the latest and greatest of what the insurance industry has to offer and much, much more. We are a full-service, one-stop group affiliated with over 100 of the top insurance companies in the country. At Golden Years, we provide a wide array of services, beginning with a thorough analysis of your current policies, investments, and financial goals.