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.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
There are ways to improve your physical fitness without denting your fiscal fitness.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Don't let procrastination keep you from pursuing your financial dreams and goals.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A special needs trust helps care for a special needs child when you’re gone.
Are Real Estate Investment Trusts right for your portfolio?
What does your home really cost?
How will you weather the ups and downs of the business cycle?
There’s an alarming difference between perception and reality for current and future retirees.