Professional Financial Consultant
My philosophy is to meet my clients where they are. Ultimately everyone is not in the same place, so custom tailoring is needed to create a financial plan to fit your unique situation. It is important to help each individual where they are and help them develop a well grounded financial plan. This customized planning process is what sets Roller Wealth Management apart from the industry, because the industry seems more interested in the commission than the mission.
All too often people live their lives reacting to short term obstacles instead of being proactive. I help align my clients’ finances with their goals and priorities, moving them away from the “rat race” and toward financial freedom. Financial freedom seems so far for most, mainly because they have never taken the time to figure out where they want to be. Because of this, they work towards more "stuff" and often times neglect the things that really matter.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Knowing the rules may help you decide when to start benefits.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here are some simple and inexpensive energy-saving tips that may help you save money.
Purchasing homeowners insurance is critical for protecting your home.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
A bucket plan can help you be better prepared for a comfortable retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Recent changes in estate tax laws could affect the strategy you have in place.