About Us

Craig Cassidy IAR and Retirement Income Planner and Patricia Cassidy have co-founded three successful Financial Planning Firms in Southern California’s High and Low Desert Regions. We are experienced Financial Professionals with over two decades of experience in the financial services industry. We are┬ádedicated to assisting individuals achieve their personal financial retirement goals.









“Investment Adviser Representative of and investment advisory offered through Royal Fund Management, LLC, a SEC registered investment advisory firm.”


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