Royal Family Finance
Royal Family Finance helps families and business owners build a plan they can live with: protect what they have, get out of debt and work toward building wealth that lasts. Through the Miliare Group platform, we can look at options from nearly 200 financial and insurance providers around what matters to your family.
See our terms
- Free to you, always.You don’t pay us for our help. When you choose a product, the company behind it pays us.
- Every step, together.You won’t have to figure out the next part alone.
- Family for life.Once you’re with us, we stay with you through annual reviews and whenever you need us.
Our help costs you nothing. Any policy or account you choose has its own cost, and we walk through it with you before you decide.
Who it’s for
Families.
You want your kids protected and a plan that doesn’t live in a folder.
Business owners.
You make good money, and you want to keep more of it, from taxes and benefits to an exit plan.
Military and veterans.
You’ve got TSP, SGLI and VA benefits, and nobody has ever put them into one plan.
People nearing retirement.
You want to know what your savings will pay you each month, and how to protect it.
Royal Family Finance is not affiliated with or endorsed by the U.S. Department of Defense or any branch of the military.
Why we exist
Royal Family Finance exists for both families. We bring Family A the same planning the wealthy get, and we help Family B protect and keep what they’ve built. Most people don’t plan to fail, they just never had anyone help them build the plan.
How Royal Family Finance started
After the Marine Corps, Charming took an executive job that looked great on paper and didn’t fit him at all. He oversaw almost 60 locations across multiple states, with thousands of employees under him, and he helped grow the company’s revenue by $5 million. He worked 70 or more hours a week, the company grew and his pay didn’t, and he wasn’t helping anyone get from where they were to where they wanted to be. When he went looking for something new, a veteran career service connected him with a financial professional who taught him everything about money, step by step, without skipping anything. He didn’t know anything about money before that. He loved the way it made him feel, and he wanted every friend and family member he had to feel it too. So he got licensed, started at his own pace, and built a firm of like-minded people, service members, veterans and people from many backgrounds, to do the same for families everywhere.
Royal Family Finance is not affiliated with or endorsed by the U.S. Department of Defense or any branch of the military.
What’s the catch?
Here’s how it works. You don’t pay us for the meetings, the plan or our help. If you choose a product, the company that provides it pays us. That means we’re paid when you choose one, and you’re always free to say no. We walk through what each option costs before you decide. Because we work with many companies and not just one, we can look at options from many providers. Through the Miliare Group platform, we can look at options from nearly 200 financial and insurance providers around what matters to your family.
How it works
Discovery Meeting.
A free 60 minute conversation on Zoom about where you are and what you want help with.
Gather the numbers.
You fill in a secure Personal Financial Review: income, spending, debts, accounts and coverage.
We build your strategy.
We look at 6 areas together: cash flow, debt, emergency fund, protection, building wealth and preserving wealth.
We walk you through your plan.
Every number is explained, with options side by side and what each one costs.
We put it in place.
Accounts, policies and paperwork are set up with you, step by step.
We stay with you.
We offer an annual review, plus short lessons by email in between.
Company names and logos belong to their owners. Showing them does not mean any company endorses us or this site.
Book your Discovery Meeting
- Free to you, always.You don’t pay us for our help. When you choose a product, the company behind it pays us.
- Every step, together.You won’t have to figure out the next part alone.
- Family for life.Once you’re with us, we stay with you through annual reviews and whenever you need us.
Our help costs you nothing. Any policy or account you choose has its own cost, and we walk through it with you before you decide.
The RFF team.
Our team is growing. Check back soon.