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.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lifetime Earnings

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Required Minimum Distribution Rules

When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

How Long Should You Keep Financial Records?

The beginning of the year is a great time to organize records and discard old documents to make room for new ones.

Guard Against Growing Cybersecurity Threats

A discussion of some specific cybersecurity threats and tips to help small businesses protect their interests from hackers.

Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

More Newsletters →