In the realm of taxation, two terms often surface: income tax and capital gains tax. Both are crucial aspects of an individual’s tax obligations. However, these two terms refer to different types of income taxes, each with [...]
When considering retirement savings options, it is paramount to understand the tax treatment of the various types of retirement accounts upon distributions. Traditional IRAs and Roth IRAs each offer unique features and have different tax implications that [...]
Entering into a marriage is not just a romantic commitment but also a financial partnership. For newlyweds or nearly-weds, planning future finances together can help strengthen the relationship and work toward financial independence. Here’s a guide to [...]
February is recognized as Financial Aid Awareness Month, an excellent opportunity for students and families to learn more about the various types of aid available and how to maximize their benefits. Financial aid, whether in the form [...]
Applying for life insurance often includes a step that may be unfamiliar to many: the life insurance medical exam. This examination is a fundamental part of the underwriting process. One’s health status is crucial to insurers, as [...]
Investing is an essential part of personal finance. However, it does come with a fair share of risks. Everyone has a unique approach to handling such risks. This is where risk tolerance comes into the picture. [...]
As the calendar turns to a new year, many take the time to reflect on the past year and set goals for the upcoming one. This process often involves creating a list of resolutions aimed at improving [...]
Every year, January is recognized as Financial Wellness Awareness Month. This time is dedicated to broadening our knowledge of financial matters, cultivating money-management habits, and being financially ‘well.’ This time aims to encourage everyone to take stock [...]
Estate planning is the process of preparing for the distribution and management of your assets during life and upon your death. It is a strategic process designed to ensure that loved ones are financially independent even in [...]
During the holiday season, the spirit of giving is in the air. It’s a time to share gifts with friends and family, as well as aid those less fortunate. Charitable contributions not only provide a positive social [...]
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.
