Our goal is to introduce innovative financial strategies in an effort to provide financial clarity and solutions that improve your quality of life.
After working with you through a thorough and careful financial discovery, we analyze your personal financial situation — income, expenses, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.
We are dedicated to helping you achieve financial independence by incorporating your retirement income into all pieces of your financial strategy.
- Implement strategies to grow assets
- Maximize your Social Security benefit
- Minimize market risk
- Learn tax-advantaged strategies
- And, more!
HONESTY INTEGRITY SERVICE
At Whichard Roach Financial, we place the highest value on our clients and their interests. We offer wide-ranging financial advice and provide retirement and legacy planning to individuals and families nearing or already enjoying retirement.
our focus
Our services and strategies focus on providing retirement solutions to assist you in reaching your goal of financial independence. Our plans are designed with the following emphasis.
Asset Allocation & Risk
We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Enhanced Planning
Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs.
Generational Vault
Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere.
Long-Term Care
It can be beneficial to have a plan to be able to fund long-term care. We are here to help you prepare for a long and comfortable retirement.
New Generation Retirement
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
we are dedicated to your future.
Take the first step in preparing for tomorrow and ask us for more information today!