Real help with your financial life. Real people who stay.
For families and business owners who want help with their financial life. You don’t pay us for our help.
No Family Left Behind.
Start with your Discovery Meeting
60 minutes on Zoom
Book your Discovery Meeting- No cost for the meetings, the plan or our help
- You’re always free to say no
- We walk through what each option costs first
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.
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.
Where we can help.
Budgeting and Savings
We look at where your money goes each month and build a plan to spend less, save more and keep an emergency fund.
See everything
- Expense Management
- Tax Withholdings
- Bill Reduction/Negotiation
- Money Skill Development
- Emergency Fund Accounts
- HYSA, CDs, & Money Market Education
Who to talk to
Charming Ihekoronye
Agency Director
Anishia Thompson
Senior Associate
Wealth Building
We help you set up and understand the accounts that grow your money for retirement, college and the years ahead.
The #1 benefit of each retirement account type
- 401(k)Employer matching contributions, using someone else’s money for your retirement
- Roth 401(k)Tax-free growth on qualified withdrawals, with high contribution limits
- Trad IRAComplete ownership and control of your retirement funds
- Roth IRATax-free growth and qualified withdrawals in retirement
- Brokerage AccountComplete flexibility with no contribution limits or withdrawal restrictions
- Tax-Advantaged GrowthGrowth linked to a market index, with protection from index losses, subject to caps and policy charges
- Lifetime IncomeLifetime income options backed by the insurer’s claims-paying ability, with growth potential tied to an index
- PensionMonthly income for life, as set by the plan
- Social SecurityA monthly retirement benefit for life, usually adjusted each year for the cost of living
See everything
- Retirement Plans
- 401(k) Education
- Trad. & Roth IRA
- Lifetime Income Strategies
- Social Security Planning
- RMD Planning & Education
- College Fund Planning
Who to talk to
Charming Ihekoronye
Agency DirectorAnishia Thompson
Senior Associate
Debt Management
We help you see every debt in one place and pick a payoff plan that fits your budget.
See everything
- Debt Settlement
- Debt payoff strategies
- Refinance/Consolidation
- Debt Stacking Strategies
- Credit Building
- Credit Card Stacking
- Referral to a tax professional
- Student Loan Assistance
Who to talk to
Charming Ihekoronye
Agency DirectorAnishia Thompson
Senior Associate
Legacy Planning
We help you plan what happens to your family and everything you’ve built, from a will to a trust.
See everything
- Will Preparation
- Trust Planning & Funds
- Advanced Trust Education
- Estate Planning
- Asset Protection
- Transfer of Wealth
- Estate Taxes
Who to talk to
Charming Ihekoronye
Agency DirectorAnishia Thompson
Senior Associate
Proper Protection
We help you choose coverage that protects your income, your health and the people who count on you.
See everything
- Infinite Banking & Family Protection
- Tax-Advantaged Growth
- Medical, Dental, Vision
- Living Benefits
- Group Benefits
- Income Protection
- Legacy Banking
Who to talk to
Charming Ihekoronye
Agency DirectorAnishia Thompson
Senior Associate
Business Financial Services
We help business owners plan for taxes, benefits, credit and what happens to the business next.
See everything
- Business Planning & Structuring
- Exit Strategies & Succession Planning
- Buy-Sell Agreements
- Business Tax Strategies & Deductions
- Key Person & Executive Insurance
- Employee Benefits & Retirement Plans
- Business Credit & Funding Strategies
4 ways we work with your business.
Contact us for a free personalized business consultation and help setting up the right business settings for your goals.
We can look at options from nearly 200 providers, including…
Through the Miliare Group platform, we can look at options from nearly 200 financial and insurance providers around what matters to your family.
These numbers describe The Miliare Group as a whole, not Royal Family Finance. Source: mymiliaregroup.com, read November 6, 2026.
Provider access through The Miliare Group.
Company names and logos belong to their owners. Showing them does not mean any company endorses us or this site.
Your family deserves a plan.
It starts with 1 free conversation with a real person on our team.
- No cost for the meetings, the plan or our help
- You’re always free to say no
- We walk through what each option costs first