Our Services Meet the Team
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Investments
ETF's, Mutual Funds
Bonds - Corporate, Municipal
Stocks, Common, Preferred
Treasury Bills, Treasury Notes
Government Securities
REITS
Structured Notes
Investments can be held in:
Brokerage Accounts
Educational, Coverdell IRA
Traditional or Roth IRA
SEP or SIMPLE IRA
Variable Annuity
Financial Planning
Retirement Planning (Saving)
Retirement Income Planning (Spending)
Tax Planning
College Funding
Estate & Legacy Planning
Charitable Gifting
Family Protection Strategies
Long-term Care Planning
401k and 403(b) Planning
Business Owner Solutions
Business Continuity
401k, SEP, SIMPLE Plans
Business Succession
Key Executive Benefits
Deferred Compensation
Stock Options
Money Purchase Plans
Keogh Plans
Defined Benefit Plans
How We Work
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
gerryd@rolloveradvisoryservices.com | (508) 251-6128
