01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
We manage assets for individuals and families, providing investment management, and financial planning services.
While a time period like the first 4 months of 2022 when account values are shrinking is certainly painful to watch - I wanted to share one of the top value added services that we perform at Roloff Retirement Solutions, Inc: Tax Loss Harvesting. It is important to note that when we do experience losses, we are still actively managing your portfolio. What this does not mean is that we just sell everything in an...
In looking at factors that have indicated improvements for the first quarter of this year, the recent stock market drop may come as a surprise. What caused the fluctuation and what does that mean for the health of the economy? Brad McMillan, CFA®, CAIA, MAI, chief investment officer at Commonwealth Financial Network®, the firm we partner with to serve you, shares his perspective in his recent article, “A Closer Look: Why Is the Stock Market...
Wanted to provide everyone with an update on my current educational endeavors. As many of you know, I am still dealing with a lot of issues with my father - we recently ended up in LA for 17 days in the UCLA hospital (a LONG story), and we had delayed our start for offering tax preparation services - but I am working on making myself a better financial advisor for you. I recently finished my...