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.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
9 Facts About Social Security
There are things about Social Security that might surprise you.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
How long does a $20 bill last?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
Understanding the cycle of investing may help you avoid easy pitfalls.
That big list of dreams and goals isn't the only way to look at your bucket list.
It's easy to let investments accumulate like old receipts in a junk drawer.
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.