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.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Is Smart Beta for You?

Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Succession Plans Often Hinge on Reliable Valuation

Discover the role a reliable business valuation can play in succession, tax, and retirement planning.

An Affordable Insurance Solution

A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

More Newsletters →