How much time have you spent planning your retirement?

In a survey of retirement savers, more than half said they had spent five hours or more doing research the last time they bought a car, and 39% said they spent more than five hours exploring vacation possibilities.

Meanwhile, a mere 11% said they had spent that amount of time evaluating investment options for their IRA and 401(k).  In fact, around one-third said they spent less than an hour on investment research.

If it takes you your working lifetime to accumulate your money, we believe you should invest the time it requires to position your money to produce a livable lifetime income.

Our mission is to develop long-term relationships with thoughtful, successful, individuals, families, and organizations by supporting and assisting them in achieving their financial goals.


 

We at Roth + Company are here to help you get your retirement on track and help you fund your next chapter.
Our approach is simple but effective. 

 

Dream it… Plan it… Live it…

 
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Dream it.

We sit down to listen to you about how you envision your ideal retirement. We listen to concerns you have about your financial future whether it is questions on IRA's, Long Term Care, or how much risk you are taking with your retirement nest egg.

 
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Plan it.

From your stated goals and objectives we develop a plan that will produce reliable, predictable results. Often, retirees with the additional income we help them receive are able to travel, pay for extras they would like to have, and some even choose to help their children or grandchildren now. How would you choose to spend your extra income?

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Live it.

With proper planning you can enjoy your retirement every day and reduce your worry about running out of money during your lifetime. You've worked hard your entire life to accumulate your wealth, now have your money work harder for you!