Our Services

Today's investment climate offers unprecedented opportunities. At Roth Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

       1.   A clear understanding of their financial goals
       2.   A well-defined roadmap for achieving those goals
       3.   Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long-term objectives. We offer services on a fee base or commission base, completely at the client's discretion.

On the pages that follow you will find valuable information for evaluating your current position and progress toward financial goals.  We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy.  You'll also find calculators that will help you assess your current and future needs. 

For help with your financial management, or for more information on Roth Financial Group, please contact us today at (321) 454-3398.

Investments

  •  Full Service Brokerage 
  •  REITS 
  •  Securities 
  •  Stocks, Bonds, CD'S 
  •  Mutual Funds 
  •  Money Market Accounts 
  •  Third-Party Money Managers 
  •  Direct Participation 
  •  "Tenant in Common" 1031 Exchanges 
  •  Tax Reduction Planning

Pension & Retirement Planning

401k and IRA Rollovers

  • Pension/Profit Sharing
  • SEP's
  • 403(b)TSA 
  • IRA's (Roth, Multi-generational and Traditional

Annuities

  • Variable and Fixed Annuities
  • Indexed Annuities
  • Defered Annuities

Insurance

  • Universal Life Insurance
  • Term Life Insurance
  • Second-To-Die Life
  • Whole Life Insurance 
  • Long-Term Care

College Funding

  • 529 Plans
  • Coverdale
  • Educational IRA's

Income & Asset Protection

  • Basic and Advanced

Tax Reduction & Income Tax Preparation

Estate Planning & Preservation

Investments & Advisory Services

Financial Workshops
 

 

There can be no assurance that any specific investment strategy will be profitable.  Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value.