Since 1977, Bruce Roth has been providing his clients with trusted council and valuable financial solutions. Bruce realized early in his career that it all starts with you. Your life. Your priorities. He has specialized in income planning, financial needs analysis, estate planning, reinsurance, business succession, wealth replacement, asset protection, and business economics. Bruce provides consulting services to both individuals and businesses. He provides real estate analysis, comparisons, cash flow evaluations, sales and purchases. A resident of Arizona since 1990 Bruce offers an extensive menu of services and products to address the needs of virtually any client at any stage in their life.
Bruce firmly believes that "experience never costs you more money” . . . but the "lack of experience may”.
Bruce was a Regional Manager and Producer for Edward Jones & Company and later was a First Vice President with Merrill Lynch & Company. His responsibilities included; development of personnel, recruiting, training, and compliance oversight. Bruce has been a national speaker on financial planning and asset protection. He is a consultant for one of Arizona's prominent forensic accounting firms and is a registered member with the National Ethics Association (NEA).
He has a degree in Marketing and Finance from the University of Northern Iowa and has spent his entire career helping seniors prepare for and navigate their retirement.