Personal and Business Life, Health, Disability and Long Term Care Insurance. Financial Advising and Investment Services Retirement Income Specialist
Get to know Stephanie Royal
My sincere and passionate commitment is to help good people properly plan in order to achieve what they strive for.
I follow a thorough process with my clients to address the essential components of a successful financial plan to acheive financial security. The foundation is built through prudent risk management, followed by tax advantaged wealth accumulation, and finally wealth distribution and preservation.
The opportunity to make a positive impact on the financial lives of others, while protecting those they love, is especially rewarding for me.
My goal is to help clients minimize risk and maximize choices by working together to develop & implement strategies that are realistic and acheivable. Regular review and good communication allow us to monitor and modify those strategies, as life and priorities change.
Personalized strategies may include:
Planning for extended care events
Wealth building and Investments
Business Planning; key employee agreements, buy/sell agreements, succession planning, employee health benefits, employee retirement plans such as 401k
FINRA Securities Licensed (series 7) and State Law Licensed (series 66)
Life/Health/Variable and Long Term Care Insurance Producer licensed (resident state RI)
FILES certified (Finance & Insurance, Legal & Ethical Standards)
My objective is to build a lifelong relationships as trusted advisor to my clients and the people they care about.