Financial caregiving often involves managing an individual’s daily financial affairs when they cannot fully care for themselves. This care could involve tasks such as paying bills, managing retirement funds, buying necessary supplies, or even hiring needed help [...]
Managing one’s financial future can be a complex task, especially when considering the multiple key age milestones involved. Two of the most important are attaining eligibility for Social Security benefits and reaching the age for penalty-free withdrawals [...]
The Free Application for Federal Student Aid (FAFSA) plays a crucial role in helping many students obtain financial aid for college. Navigating the FAFSA process can be daunting, but understanding the nuances can make the difference between [...]
Elder fraud is not new; however, its scale and sophistication have increased significantly in recent years. Fraudsters are constantly developing new methods and mechanisms to exploit elders’ trust and vulnerability, resulting in devastating financial and emotional consequences. [...]
In the investment world, there are multiple vehicles available to help individuals work toward their retirement income goals. Two such instruments are annuities and index funds. While they both play a part in a balanced portfolio, they [...]
An annuity rider is an add-on or supplement to a standard annuity contract. These riders allow the contract holder to customize their annuity to better cater to their specific needs or goals. Annuity riders come in various [...]
Annuities can be a significant component of retirement planning, offering a source of retirement income. However, to understand the features of annuities, it’s essential to understand the dos and don’ts before purchasing one. […]
Understanding financial literacy concepts such as budgeting, saving, and investing is crucial for everyone, children included. Financial literacy is the ability to comprehend and make decisions that contribute to financial readiness. This proficiency isn’t inherently taught in [...]
Near the top of the list at the start of every year are often financial resolutions—commitments to save more, spend less, pay off debt, or prepare for upcoming financial milestones. The challenge, however, lies in sticking to [...]
A Roth conversion is the process of moving assets from a Traditional, SEP, or SIMPLE IRA, or from a qualified retirement plan, into a Roth IRA. When the conversion occurs, taxes are due on contributions and the [...]
Investment Adviser Representative, investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser.
The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.
Insurance Broker
Tyler Burton is a licensed life and health insurance agent dedicated to helping individuals and families find coverage that aligns with their needs and goals. He is committed to providing honest guidance, clear communication, and personalized service, helping clients make informed decisions with confidence. Tyler is happily married to his wife, Emily, and is a proud father of two. Outside of work, he enjoys cooking, staying active, attending concerts, and spending time outdoors with his family. He believes in building lasting relationships and making the insurance process simple, approachable, and centered on what matters most—protecting the people and future you care about most.
For a complimentary copy of Navigating Medicare and Medigap Insurance, complete the form below.
For a complimentary copy of A Short Introduction to Long-Term Care, complete the form below.
For a complimentary copy of Legacy & Estate Planning–Understanding the Basics, complete the form below.
For a complimentary copy of Federal Employee’s Guide to Retirement, complete the form below.
For a complimentary copy of How to Exit Your Business and Enter Retirement, complete the form below.
For a complimentary copy of Tips to Help Avoid “Market Panic” Reaction, complete the form below.
To receive a complimentary copy of Stress Free Retirement, complete the form below.
For a complimentary copy of 6 Real Financial Risks You Could Face in Retirement, complete the form below.
For a complimentary copy of Maximizing Social Security: What You Need to Know to Get the Most Out of Your Benefit, complete the form below.
For a complimentary, no-obligation Retirement Review, complete the form below.
Office Manager
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Client Relations
Abby Lyon is dedicated to helping clients feel informed, supported, and confident as they navigate important financial decisions. As part of a relationship-focused financial planning firm, she helps create a welcoming experience while supporting clients with financial planning tools, coordinating appointments, and fostering lasting relationships. Abby is passionate about helping individuals and families plan for the future with confidence, protect what matters most, and gain peace of mind throughout every stage of life. Outside of work, she enjoys reading, baking, playing piano, and spending time with her family.
Insurance Broker
Nick Michale is committed to helping individuals and families make informed decisions about their insurance and Medicare coverage with confidence and peace of mind. With decades of experience in the insurance industry, he takes pride in providing personalized guidance and helping clients navigate important healthcare and financial choices. Nick believes that building strong relationships and understanding each client’s unique needs are key to creating lasting solutions. Nick and his wife, Kim, have been married for 48 years and are proud parents of two wonderful children and grandparents to two beautiful grandkids. Outside of work, Nick enjoys golfing, while Kim is actively involved in animal rescue organizations. Together, they value family, community, and helping others.
Principal
Scott Norris has been helping individuals and families pursue financial security and confident retirements since 1999. As an Investment Advisor Representative with Royal Fund Management, LLC and a Series 65 license holder, he helps clients make informed financial decisions with confidence and peace of mind. Scott believes retirement planning is about more than investments—it’s about helping people feel secure about their future and able to truly “Sleep Well At Night.” As an independent advisor, he offers personalized strategies tailored to each client’s goals, values, and long-term vision. Scott and his wife, Robin, have been married for 36 years and have five children and five grandchildren. Outside the office, he enjoys traveling, biking, the outdoors, and spending time with family.
To receive a complimentary copy of Tax-Free Retirement, complete the form below.
