Managing Directors
Mike Dyer
Jeff Dyer

Our Mission
Royal Oak Benefits & Investments' mission is to provide the most innovative and cost effective solutions for all of our clients' financial needs and goals.


Why Royal Oak Benefits & Investments?
We are not like many of the other companies in our field. Each client with which we establish a relationship is assigned a Managing Director who, with the support of our team, facilitates the entire process. We will analyze your current benefit offerings, determine how to enhance those offerings and educate your employees about the benefits being offered. You will work with the same individual from the beginning of the process to the end. Our Managing Directors are not only professional benefit counselors but we are also the owners of our company. This gives us the unique ability to understand the traditional concerns of employers. We have the same concerns about our company. We are dedicated to providing you the most cost competitive benefits on the market today. We accomplish this by remaining independent, allowing us to find the solution that best meets your employee’s needs and then finding the best company to provide that benefit.

Savings Accumulation

Estimate the future value of your current savings.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Medicare Open Enrollment

The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

HOT TOPIC — Brick-and-Mortar: The Precarious Fate of Traditional Retail

How current trends in the retail industry could affect consumers, workers, and the broader economy.

Two Tax-Friendly Retirement Plans for the Self-Employed

Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.

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