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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Is your estate in order? This short quiz may help you assess your overall strategy.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
The uncertainties we face in retirement can erode our sense of confidence.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding how a stock works is key to understanding your investments.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are you ready for retirement? Here are five words you should consider.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are nearly 1,200 ETFs available. Should you invest in them?