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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What can be learned from the savings rate?
A change in your mindset during retirement may drive changes to your portfolio.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
It's important to understand how inflation is reported and how it can affect investments.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.