Royal Financial Management INC is a full-service firm, providing independent, unbiased financial guidance.
Our comprehensive Financial Planning service includes all matters related to financial concerns, viz. analysis of your current financial position, goal-setting, insurance planning, tax planning, estate planning, retirement planning along with complete Investment and Asset Management services.
At Royal Financials, we offer you all the advantages of a “smart work" approach. Your fully-customized plan will always benefit from our smart working techniques learnt from financial services experiance over the years.
We are committed to serving each and every client with the highest level of professionalism and integrity.
-- CLIENT COMES FIRST --
Our emphasis is to help improve our client’s quality of life through comprehensive fee-only financial planning. We believe that the word CLIENT is an abbreviation of :Consult, Listen, Inform, Execute, Nurture and Tell.
Consult: Proper consulting is the first step to building a good financial plan. The client deserves the highest level of service. We provide excellence in a completely unbiased, confidential, nonjudgmental, and expert fashion to fulfill the promise of comprehensive fee-only financial planning.
Listen: We Listen closely to what our clients have to say. Open and frequent communication is fundamental to our strategy.
Inform: All clients should know exactly what their options are concerning their financial plannings. We strive to maintain honest, respectful communication with the client to promote mutual understanding and trust, and to build a successful relationship
Execute: We help our clients to Execute a plan that addresses their needs, depending on their budget and the time they have available with them.
Nurture: Our clients are always important for us. We really care about their needs. We steadfastly adhere to our fiduciary duty, remain free of conflicts of interest regarding our advice, respect the dignity of the client, and contribute to the well-being of our community
Tell: A referral is a big responsibility...it is also the biggest compliment a client can give us and it is never taken lightly. We pledge to treat anyone that is referred to us with the utmost level of respect and professionalism
Amardeep Singh Bedi M.Com, CFP