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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The uncertainties we face in retirement can erode our sense of confidence.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here are five facts about Social Security that are important to keep in mind.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Learn how to harness the power of compound interest for your investments.