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720-445-1308 judy@judycarlson.com
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PROTECT YOUR FAMILY FINANCIALLY

Holistic, coordinated, comprehensive lifetime wealth plans that go way beyond
just managing your assets. Advanced planning strategies that protect your money
from downside risk, capture upside market growth, and eliminate risks to the
safety of your money.

Let's Chat!



> “Real risks are the ones you don’t know about and therefore cannot plan for.
> Risks you can identify, you can often eliminate, or at least proactively
> address.” – Martin Ruby


WELCOME!

There is a retirement crisis raging in America today. Our goal is to help you
financially prepare to weather the crisis and to rise above it. You can soar
through your retirement years with no stress or worries about money.

Financial planning starts with your first paycheck and your first purchase. The
earlier you learn the principles of lifetime wealth planning, the more
opportunities you have to grow and protect your money.

We love working with people of all ages. Young people hungry for knowledge all
the way through retired people realizing there must be another way.

Connect with Judy



WELCOME!

There is a retirement crisis raging in America today. Our goal is to help you
financially prepare to weather the crisis and to rise above it. You can soar
through your retirement years with no stress or worries about money.

Financial planning starts with your first paycheck and your first purchase. The
earlier you learn the principles of lifetime wealth planning, the more
opportunities you have to grow and protect your money.

We love working with people of all ages. Young people hungry for knowledge all
the way through retired people realizing there must be another way.

Connect with Judy


NOW MORE THAN EVER, WE REALIZE THE DEVASTATING IMPACT TAXES AND MARKET
VOLATILITY ARE HAVING ON OUR RETIREMENT INCOME AND LIFETIME FINANCIAL PLANS.


WHO WE ARE



Unique | Innovative | Strategic | Comprehensive

Most financial advisors and planners manage your investment money.

A few propose insurance-based strategies.

We do both!

We help you bridge the gap between “managed risk” (investment) strategies and
“safe money” (insurance) strategies.

We wrap your entire financial foundation, together with your future goals and
dreams, into a comprehensive analysis of your investments, assets, lifetime
taxation, retirement income, Social Security benefits, pensions, etc.

Our #1 priority is to provide you with plans, options, and opportunities to
protect your money from downside risk, capture the upside growth in the market,
and eliminate risks to the safety of your money.

We custom design and build your unique and strategic lifetime wealth plan.

It’s flexible and fluid for the twists and turns in your road ahead.

Lifetime financial planning, whether you start in your 20s or 70s, builds
confidence, creates clarity, relieves stress, worry, and anxiety, and gives you
a feeling of protection for your money.




HI, I’M JUDY!

I am an independent fee-based fiduciary financial planner, an independent
licensed insurance agent, and a CPA.

My services bridge the gap between both the investment and insurance sides of
the financial services industry.

My #1 priority for my clients is to protect their family financially, both
during their accumulation and decumulation years.

Learn More



WE WORK FOR YOU, NOT WALL STREET, THE BANKS, OR THE GOVERNMENT. WE LOOK FOR GAPS
AND CRACKS AND PROVIDE OPTIONS TO FILL THEM. YOU MAKE ALL THE DECISIONS.

Get Started Today


CONTACT US



720-445-1308



judy@judycarlson.com



9233 Park Meadows Drive | Suite 125
Lone Tree, CO 80124

*BY APPOINTMENT ONLY


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Client Relationship Summary

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. 

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.

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