Our Products & Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

  • Executive Benefits
  • Investments Strategies
  • Informational Seminars
  • Estate Planning
  • Ken Royster offers Financial planning services
  • Estate Conservation & Analysis
  • Education Funding Strategies
  • Business Planning
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • IRA Consolidation/Rollovers
  • Pension Transfer/Rollover
  • Mutual Funds
  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Clergy Compensation Strategies

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kenneth.royster@lpl.com  |  (757) 627-6603