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.
Rightsizing for Retirement
What does your home really cost?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Here are some simple and inexpensive energy-saving tips that may help you save money.
How long does a $20 bill last?
A change in your mindset during retirement may drive changes to your portfolio.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
When considering life insurance, it's important to understand your options.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
What are your options for investing in emerging markets?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Learning more about gold, and its history, may help you answer that question.