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We do more than invest your money.
Other advisory firms may simply invest your money.  Our team looks to find income and estate tax savings, maximize your benefits at work, and ensure you're not paying too much for the insurance you need.  We also help to ensure your mortgage and other liabilities are working for you and assure you are using the right types of loans efficiently.  Over a lifetime, these efficiencies may make hundreds of thousands of dollars difference to you.  Our support here may help you achieve your goals and objectives more quickly and easily.
 
A sound investment strategy.
While some advisors may select investments randomly, we use a methodology that utilizes target allocations and a periodic rebalancing strategy.  Regardless of the day-to-day fluctuations in the market, our strategy remains the same.  Our team looks to keep you on track with the returns you need to achieve your goals at the risk levels you are comfortable with.
 
We're independent.
Unlike advisors at banks, large wirehouse firms, and insurance companies, our team looks to utilize our independent status to your advantage.  Our firm, Focus Financial, is one of the nation's largest non-proprietary, independent advisory firms with more than $3 billion in assets under management.  We capitalize on this to deliver the resources and stability of a large firm, with the flexibility and responsiveness of a small firm.
 
A team with experience and expertise.
With over 60 years combined experience in working with busy professionals, our team is familiar with the issues you face.  No matter how difficult or complicated, we can add the perspective of helping many others with circumstances similar to yours.


 
 
 
Important Consumer Information | Privacy Statement | State Registrations 

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. The Watkins Team is a marketing designation.

This communications is strictly intended for individuals residing in the states of AK, AZ, CA, FL, IA, MD, ME, MN, MO, NC, ND, NJ, NY, OH, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Royal Alliance does not offer tax or legal advice. All other listed entities are not affiliated.

Please note: This information is strictly provided as a courtesy. When you link to any of the provided websites within this website, you are leaving this website. We make no representation to the completeness or accuracy of information provided at these websites.
 


Check the background of this financial professional on FINRA's BrokerCheck.