Currently Retired or
Soon to Retire

Our pre-retiree and retired clients often share questions about where their money will come from and how long it will last.
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Meet Our Team

Ultimately, our mission is to serve your family. Our team will work closely with you as provide the most appropriate strategies for the multi-dimensional aspects of your family’s financial affairs.
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Employee Benefit Strategies

In this day and age of leaner organizations, Roop Financial Services gladly assumes the role as your one contact point for all your benefit plans. Our plan administration services will improve your employee satisfaction.
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