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.
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.
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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Earnings season can move markets. What is it and why is it important?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Good employee health can be great for the company’s bottom line.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here are five facts about Social Security that might surprise you.
Here’s a crash course on saving for college.
If you died, what would happen to your email archives, social profiles and online accounts?