Jeff Roach, RFC Financial Advisor & Wealth Manager
Our Firm
We are a "conservative" based retirement services firm dedicated to helping clients seek to do a better job of saving, investing, protecting, spending and planning to improve their financial futures throughout their retirement years.
We are hired as consultants, advisors, coaches, money managers and insurance professionals to help clients analyze and take action on all their "major" financial decisions ranging from:
401(k)/Pension Rollover Options to IRA's and Roth IRA Advantages
Personal Retirement Planning and "Conservative Based" Investment Management
College Funding Programs and Understanding How to Save "For" and "On" College Costs
Protecting Clients From the Various "Financial Risks" Facing Retirees in America Today to Advanced Wealth Transfer Strategies
Business Executive Compensation and Succession Planning
Charitable Giving Strategies and much more............
We have also administered retirement planning workshops and classes for several local organizations and corporations including: IUPUI, C-21, Remax, AT&T, Purdue University, Lawrence Township Community Education, OASIS and more as our way of trying to continually provide up to date information to Central Indiana residents so they can make better informed decisions regarding their financial future!