My passion is to educate, encourage, and empower my clients with financial insight that will assist them in reaching their lifestyle independence.
Roll IRA® Financial Services, LLC is a privately held Retirement Advisory Firm. With over forty years of combined experience in the financial industry, the vision of the company is to provide clients with a streamlined, yet comprehensive solution to retirement planning and implementation. As part of that vision, Roll IRA® associates focus on educating employers and employees on the impending challenges and solutions to retiring in contemporary America.
As an independent firm, we focus on designing customized plans that meet the retirement needs and objectives of today's professional. Based in Delaware, Roll IRA® offers Retirement Education Workshops and Advisory services to both corporate and private clients.
The mission of Roll IRA® is to empower clients to create and implement their lifestyle independence plan so they can experience their lifelong dreams.
The Roll IRA® Lifestyle and Retirement Dreams Expo
The Roll IRA® Lifestyle and Retirement Dreams Expo will have something for the entire family! Families can spend the day together exploring their idea of an independent lifestyle while learning how to achieve it in a festive atmosphere. Exhibitors will show case Vacation and Recreation, Health and Wellness and Retirement and Finance. Young people can explore the latest in electronics and attend a youth financial workshop. In addition, families will have an opportunity to win give-aways including an LCD TV, Laptop and IPAD! www.rolliraexpo.com
Carlos Ward, Jr., CFP
President
Retirement Associates
William Garrett, Sr MBA
Arleen Geathers, MBA
Cory Hamilton
John Hammond
www.rollira.com
866-ROLLIRA (765-5472)
