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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
How long does a $20 bill last?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
It sounds simple, but paying yourself first can really pay off.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A few strategies that may help you prepare for the cost of higher education.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Recent changes in estate tax laws could affect the strategy you have in place.
Here is a quick history of the Federal Reserve and an overview of what it does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.