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 Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A letter of instructions provides additional and more personal information regarding your estate.
Earnings season can move markets. What is it and why is it important?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Learning more about gold, and its history, may help you answer that question.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Recent changes in estate tax laws could affect the strategy you have in place.
Investors seeking world investments can choose between global and international funds. What's the difference?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.