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.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A change in your mindset during retirement may drive changes to your portfolio.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
It sounds simple, but paying yourself first can really pay off.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work in 2012 to pay federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.