Delivering Services as a Team
A new perception has taken hold: “independent” is better.
Roop Financial Services, INC. is an independent investment advisory firm specializing in wealth management and employee benefits. Its founder, Walter W. Roop CLU®, RHU®, launched the firm in 1990 with the vision of offering an independent team approach to financial planning. Our firm includes the experience of a CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Registered Health Underwriter (RHU® . Roop Financial Services, INC. and its relationships with its clientele reflect the experience, feelings of trust, and prudence in everyday dealings, that its clients have come to expect. Therefore, we believe the foundation of our success is built upon the personalized and team approach we bring to client relationship development and financial planning.
We begin our client partnership with an in depth evaluation of your current situation. This evaluation includes basic financial analysis, but more importantly considers your hopes, dreams and goals for the future.
We explore such questions as:
- How and When do you want your “Day One” of Retirement to look like?
- When do you want to retire?
- What sort of lifestyle do you want to have now and in retirement?
- How do you plan to pay for your kid’s education?
- How will you care for your parents?
- Are your spending and saving activities in alignment with the plan to reach those goals?
- In case of emergency, does your family know where all your financial information is located?
- Is your family prepared for an unexpected loss of the primary income source?
- What is your exit strategy for your business?
These are just a few of the questions we work through to help fill the gap from where our clients are to where they want to go and how time they have to close the gap. We guide them through the planning stage, the implementation and continual review – year after year. We listen, educate, review and dream together. We are also available by e-mail, text and phone when a need arises.