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.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A quick look at how federal income taxes work.
Do you know where the idea of “retirement” comes from?
What kind of auto insurance should you have? Do you know?
How to help determine life insurance needs to provide for your family after you pass away.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
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.
How do the markets usually react to elections? Was the 2016 election any different?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.