Most Common Concerns

Roth Financial Group is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:


  1. Will I be able to retire early?

  2. How much money will I need in order to retire?

  3. How can I get the most out of my 401(k)?

  4. Should I have a traditional IRA or a Roth IRA?

  5. How can I position my investments for higher potential returns while reducing risk?

  6. How can I "inflation-proof" my investment income?

  7. Do I need disability income insurance? Long-term care insurance?

  8. How can I ensure that my children receive as much as possible from my estate?

  9. What do I need to know about wills, trusts, and probate?