Investment and Retirement Planning


At Roth Financial Group, we believe that a plan is a powerful tool.  Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you.  Planning your financial future can be a daunting task. That is where Roth Financial Group can help.  We are trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy.  Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you. We offer services on a fee base or commission base, completely at the client's discretion.

Most people need to update their financial plan each year to help ensure that it is in step with their life. If it has been a while, act today.  Roth Financial Group is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios.  We recommend only those products and services that can be tailored to suit our clients' unique needs.

Our firm's foundation is finding solutions for our clients in the most cost-effective manner.  Our team of financial, legal and income tax specialists provide you with personalized service to help you define your retirement goals and assist you with a plan that works for you.

We will also help you protect your finances by utilizing the proper investment vehicles.  Once again, we are guided by your investment objectives - not obligated to any single investment.  Your Roth Financial Group representative will draw upon a full complement of financial products to construct the most appropriate portfolio for your needs.

We hope your visit with us will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Roth Financial Group wants to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, wealth preservation and insurance.

Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We are here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.